MoneyWise Planning Group LLC

Alex Bernt

2 years ago

Joe is an excellent financial planner. I would highly recommend him to anyone looking for help with their finances or taxes!

Sam Lee

3 years ago

Joe Roubik is awesome! I do my taxes with him every year! He is fast and efficient. Joe is a great financial advisor and helps me figure out how to best manage my money!

Kevin Lee

4 years ago

Joe has always given great advice over the years and always looks out for my interests first. He is an excellent financial advisor and I highly recommend him.

Paul Kaiser

5 years ago

I would not recommend Joe Roubik to my worst enemy. He created brokerage accounts that charged us excessive trade fees. Put us in PDC Petroleum Development Corporation. They went belly up and lost most of our money. Put us in a variable life annuity that sucked us dry. When I asked him how much he charges, told me he does not work for free but would never disclose his actual charges. Stay away from Joe Roubik!

Jill Anderson

6 years ago

I would never invest with Joe Roubik. He picks investments that make him the most money without considering you. I had a relative that invested all of her money with Joe Roubik. When she passed away over 15 years ago, I inherited several of her investments. Joe Roubik had picked these real estate G reit accounts that you’re unable to sell once you purchase. Instead, you must wait until the properties sell and receive payment that way. When I inquired if I could just give my interest away, I was told that wasn’t an option. Every year I have to account for these subpar investments on my tax return and it never ends. Last week I received notice that one of the particular investments had filed bankruptcy and is now tied up in the courts. BEWARE!!!! Ask lots of questions and do your homework on how much Joe Roubik is making while “helping” you invest your money. I love my current investor, but wouldn’t dream of hiring Joe Roubik.