General Info

Bob believes that each investor is unique and no single investment is right for everyone. He believes it is essential to have multiple investment and estate planning tools at his disposal in order to help benefit his clients. Bob is registered to utilize an array of investment vehicles including stocks, bonds, mutual funds and advisory services; Bob is also licensed to sell life and fixed annuity insurance products. He also makes sure that his clients know that they are his number one priority. If they have issues at any time, they will be quickly addressed. Some financial advisors tell you what you want to hear. Bob does not tell you what you want to hear; he tells you what you need to know.