Whether it’s saving for retirement, savings for your child’s college, or wondering what to do with that old 401k plan, we’ve seen it all and can help.

Bob has worked in this industry since 1985. As a series 6 registered Representative Bob has cultivated a diverse client base over the years and continues to offer comprehensive solutions. We work with many top-rated Mutual Funds and insurance companies and will help our clients review their unique circumstances and goals when determining which investments to use.

We work with many top-rated Mutual Funds and insurance companies and will help our clients review their unique circumstances and goals when determining which investments to use.