What Clients Are Saying about The Wealth Advocate

“Working with Roy as a financial advisor has been a very pleasant experience we are very happy with his concern and thorough work ethic. We are confident that our relationship with him will continue and our children will probably continue as well. “

-Susan F.

“Roy has been a wonderful in coaching my husband and I through the rough periods in the market and also has kept our money safe. I would recommend his services to anyone looking for prudent fiduciary advice in building a successful retirement plan.

-Eileen W.

“When I decided to retire from my executive job eight years ago I was challenged in finding someone I could trust to rollover my 401K and my pension. Roy made the process easy and painless and the transfers all went smoothly. I am looking forward to continue working with him in retirement.I would recommend Roy if you are worried about finding someone you can trust and can guide you through your retirement.”

Charles D.

“We were referred to Roy by someone else that worked for the VA since he worked with federal employees and knows the process of setting up our personal IRA’s and pension plan. We are very pleased with the work he has done for us and would recommend him especially to anyone working in the federal government”

Ernestine S.