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Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.

Securities products and services are offered through Pruco Securities, LLC, (PRUCO) (member SIPC).

Life insurance and annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ) and Pruco Life Insurance Company of New Jersey (in NY and/or NJ). Financial planning and investment advisory services are offered through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. All are Prudential Financial companies located in Newark, NJ and each is solely responsible for its own contractual financial obligations.

Disability income insurance, long-term care insurance, and health insurance are issued by unaffiliated insurers are sold through Prudential Insurance Agency, LLC (PIA). Availability varies by carrier and state.

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Prudential Financial, Inc. of the United States is not affiliated with Prudential plc, which is headquartered in the United Kingdom.

Pruco Life Insurance Company, an Arizona company - California COA # 3637. The Prudential Insurance Company of America - California COA # 1179. The Prudential Life Insurance Company of America Newark, NJ.

Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate.

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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

Languages spoken by this financial professional: English

Medicare Guidance. If you are approaching the Medicare eligibility age of 65, you can speak to a licensed representative of Medicare plans at Assurance, a Prudential Financial company. Call +1(833) 641-1100.

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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For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

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!

Presidents Council

Solutions

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

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Licenses/Registration
- Property & Casualty: CT, NY, SC
- Variable Annuities: CT, FL, MA, ME, NC, NJ, NY, PA, SC, TX, UT, VA
- Securities License: CT, FL, ME, NC, NY, PA, SC, TX, UT, VA
- Variable Life Insurance: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA( TX License #2548064)
- Fixed Annuities: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA( TX License #2548064)
- Life Insurance: CT, FL, MA, ME, NC, NJ, NY, PA, SC, UT, VA( TX License #2548064)

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. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

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

Lyle Curtis Roberts | Prudential Financial Advisor