Wellesley Hills, Massachusetts, United States
3+ Decades Leading 3 Organizations. Designated by Federal, National & State authorities, Community Investors is a 501c3 Non-Profit supporting Physical, Social & Emotional Wellness in youth communities. CI's PlayRox & Music Missions are inspired & supported by Terriers Sports' innovative Student Coaching, Music & Media programs, EmPowering Happy & Healthy Kids ROCKING The Power of Play! Beyond Youth Development, Roberts Financial manages Corporate & Personal Wealth Management specialists coordinating risk management, insurance, education, retirement, benefit, succession & estate planning.
A 501c3 non-profit organization dedicated to supporting the physical, social and emotional wellness of youth communities. Community Investor's PlayRox EmPowers Happy & Healthy Kids Rocking The Power of Play! Student coaching, music & media programs have been recognized by the U.S. Department of Health & Human Services, and Stanford University’s Challenge Success Wellness for providing highly joyful, positive, impactful experiences in a variety of inclusive community based recreational programs. Serving urban and suburban schools and communities, PlayRox programs strive to provide youth of diverse age, gender, background, ability and experience equal levels of enjoyment together. They also educate students on the importance and benefits of physical activity, the strength and peace in mindfulness and how balance in all areas in life leads to happiness, health and wellness.
Founded in 1966, Roberts Financial Services serves generations of clients, exclusively utilizing leading resources representing the spectrum of the financial services field. Corporate Services coordinate risk management, insurance, benefit, retirement and succession plans. Personal Wealth Management Services coordinate education, retirement, estate and insurance plans. As Managing Partner, Joe leads the strategic direction of the organization, overseeing Client Services, Professional Partnerships, Business Development and Operations. Joe is a licensed Series 7 Securities Registered Representative held through LPL Financial, a licensed insurance broker, and holds a Chartered Life Underwriter (CLU) designation with The American College, Bryn Mawr, Pennsylvania. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Since 1991 Terriers has created uniquely enjoyable, inclusive and impactful experiences in a variety of after-school and out of school time recreational programs. Student Coaching, Leadership, Music and Media programs provide middle and high school students valuable learning experiences. Terriers also supports local community based recreational organizations directing and advising programs.