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Who We Are
Founded in 1977, Robare & Jones is a trusted wealth management firm based in Houston, Texas. We pride ourselves on helping individuals, families, and businesses achieve their financial goals through personalized, fiduciary planning and exceptional client service. Our team of experienced financial advisors has a proven track record of success, guiding clients towards a secure and prosperous future.
What Sets Us Apart
Our approach to wealth management is client-centered and personalized. We take the time to understand your unique financial situation, goals, and dreams. We work collaboratively with you to develop a customized plan that aligns with your individual circumstances and aspirations. What's more, we utilize a fiduciary approach, which means we always put your best interests first.
What Really Matters
At Robare & Jones, we understand that wealth is more than just numbers on a balance sheet. It's about freedom, stability, and securing your future. We believe in empowering you to make informed financial decisions that align with your values and aspirations. We are dedicated to providing you with the tools and resources you need to achieve success and live a fulfilling life.
Our Services
Our comprehensive financial planning services include:
- Retirement planning: Secure your future with personalized strategies for IRAs, 401(k) plans, and other retirement accounts.
- Investment management: Grow your wealth responsibly through a diversified portfolio tailored to your risk tolerance and goals.
- Tax optimization: Minimize your tax burden and maximize your savings through strategic planning and filing.
- Estate planning: Ensure your assets are protected and your wishes are honored in the event of illness or death.
Our Team
Our experienced team of professionals includes Certified Financial Planners (CFPs), experienced investment advisors, and dedicated client service specialists. We are committed to providing you with personalized attention, open communication, and ongoing support throughout your financial journey.
Our Commitment
We are dedicated to open communication, transparency, and building lasting relationships with our clients. Our goal is to empower you with the knowledge and guidance you need to make confident financial decisions and achieve your financial goals.
Service Quality
The majority of reviews praise the excellent service provided by Robare & Jones, with most reviewers giving 5-star ratings. Reviewers have appreciated the firm's ability to forecast market changes and adjust investments accordingly, as well as their commitment to providing personalized guidance. Westin Barry highlighted the excellent service and value offered by the firm, stating that they did an "excellent job at making my money grow."
Professionalism
Reviewers have also praised the firm's professionalism, with Samantha Abel noting the "personal and professional guidance" provided by Robare & Jones in money management and retirement planning. Phillip Holland and Daniel Shelton have had a long-standing positive experience with the firm, with Phillip stating that the firm has taken "excellent care" of him and his wife over the last 25 years.
Negative Feedback
However, not all reviews are positive. Doug Petrich had a severely negative experience with the firm, stating that they sold him poor-quality investments with high commissions, resulting in a loss of over $120,000. He strongly advises others to "stay away" from Robare & Jones.
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