Welcome to Robinson Financial Services
About Us
Robinson Financial Services is an independent, fee-only advisory firm. Since 2001, Sarah Robinson, CFP, has been working to assist her clients with a variety of those big financial questions as well as small ones. Known for her down-to-earth terms to explain what very complicated concepts can be, it is important to educate those she works with, helping them gain confidence in their own financial lives and financial decision making.
My Approach
Located in Brewster MA, Sarah works with local and out of state clients both face to face as well as virtually. As a female-owned and operated financial planning firm, we are fully committed to addressing the unique financial planning needs and experiences of independent women and female-led households.
My Services
Licensed by the SEC, Sarah holds securities licenses 6, 7, 63 which enable us to trade stocks, bonds, mutual funds, ETF's, annuities. Sarah maintains MA and CT insurance licenses as well as Independent state licenses.
We are a fiduciary firm, which means that we are ethically and legally obligated to always base advice on what is best for you as the client. Our clients come first, and we always provide the highest quality client services and treat every situation individually without using proprietary products.
Robinson Financial Services specializes in working collaboratively with women to make sense of their financial decision making in order to help them reach their goals.