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Mark Roberti, Financial Advisor

FINANCIAL ADVISOR
Mark S Roberti

10 Steele Blvd Suite 4, Berlin, CT 06037opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Employee Stock Options

About Mark

I am truly blessed! I have made a career out of meeting with people who I care about and designing strategies and rendering advice to help them make better decisions in pursuit of reaching their goals and dreams. My top priorities are listening, understanding what is important to my clients and their families, and being reliable and trustworthy. As life unfolds and needs, wants and wishes change, I work together with your CPA, attorney and other professionals to help you navigate changing circumstances and plan for the future.

I am Series 7 and Series 66 registered. I also have a Life...

Work History

  • Edward JonesNovember 2017 to Current

Education

  • Messiah CollegeBachelor of Science

Team Members

  • Nancy Vazquez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(860) 357-5160

Fax

(877) 817-8906

Office Address

10 Steele Blvd Suite 4
Berlin, CT 06037opens in a new window

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