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Lyle Roberts

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Lyle Curtis Roberts

Financial Advisor,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I speak English

Let's Talk

331 Greenhaven Road, Poughquag, New York, 12570
Phone Number 845-227-6941
Email Address lyle.roberts@prudential.com
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No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!

I'm Most Proud Of: Hearing from clients about how I have helped improve their life. There's nothing better!

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

Financial Advisor

Prudential

February 1979 - Present | New York

The Prudential Difference

Get an Auto or Home Quote

Licenses/Registration

Property & Casualty: CT, NY, SC
Variable Annuities: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA
Securities License: CT, FL, ME, NC, NY, PA, SC, UT, VA
Variable Life Insurance: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA
Fixed Annuities: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA
Life Insurance: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA

Lyle Roberts is associated with the The New York Financial Group Office, 360 Hamilton Avenue, 9th Floor, White Plains, NY, 10601-1879, Managing Director: Stephanie Rivas, Phone: 914-989-3800 . Lyle Roberts offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Lyle Roberts offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255.

Check the background of this investment professional on FINRA’s BrokerCheck.

Lyle Curtis Roberts | Prudential Financial Advisor