Christopher Roberts | Wealth Management Advisor | Westerville, OH | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in Westerville Christopher Roberts

Wealth Management Advisor
U.S. Bancorp Investments

614.942.3139

Primary office
833 South State St
Westerville, OH 43081

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Complete this form and Christopher Roberts will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

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ABOUT ME

 

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.