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Financial Services

 

"Comprehensive planning to focus on what matters most to YOU"

 

Robinson Financial Services Inc. provides a wide range of services to individuals and businesses in a variety of industries. At Robinson Financial Services Inc., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Planning

Asset Management

Risk Planning

Retirement planning

Estate Planning

 

 

Financial Services Professionals

Vicky Robinson, CPA/PFS

Vicky Robinson, CPA/PFS

Josie Bengford, CPA, CFP®

Josie Bengford, CPA, CFP®

 

Award

Robinson Financial Services, Inc. has been the recipient of the HK Financial Services Top Wealth Advisory Firm award presented at the annual Honkamp Krueger Financial Services, Inc. Professional Financial Services Conference from 2003 through 2019.

Arnie Honkamp, President & CEO of HKFS of Dubuque, Iowa stated, "I am extremely proud and honored to be affiliated with Robinson Financial Services, Inc. as they excel in delivering wealth management services to their clients.

 

Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of HKFS. HKFS and Avantax are independent of and unrelated to Robinson Ruhnke, PC/Robinson Financial Services, Inc. Neither HKFS nor Avantax provides tax, accounting, or legal services.