Our Services

Home>
Our Services

About Us

Helping to Grow and Protect Family Wealth with a goal of leaving a substantial financial legacy. Our Goal is to Provide You With Financial Freedom with ethically sound retirement income.

Our Services

Income Planning
Generational Vault
Enhanced Planning
Life Insurance
Social Security

Texas Office

Address:2709 Horizon Trail Edinburg, TX 78541
Phone:(956) 651-3458Opens in your application
Fax:(888) 490-2937
Email:info@rooseveltadvisors.comOpens in your application

Oregon Office

Address:140 NW 23rd Ave, Suite 802  Rockaway Beach, OR 97136
Phone:(503) 276-4826Opens in your application
Fax:(866) 642-7571
Email:david@rooseveltadvisors.comOpens in your application

Video Library

David Fowler Seminars

Home

About Us

Our Approach
Our Team

Our Services

Income Planning
Life Insurance
Generational Vault
Social Security
Enhanced Planning
Asset Maximization

Articles

Michael Haralson Seminars

Contact

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Roosevelt Advisors LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance and Advisory services are offered by Roosevelt Advisors LLC, a Registered Investment Advisor in the States of Oregon, Washington, Texas and Arizona. Roosevelt Advisors LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Oregon, Washington, Texas and Arizona or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.