Who We Are
Joining Janney in 2005, Bob was attracted by the Firm’s strength and, most importantly, size, which would better allow him to provide his clients with comprehensive financial planning strategies and advice. His professional philosophy is simple: help his clients achieve their investment goals and reach their desired level of financial stability in a patient and prudent manner. With a conservative eye and a focus on individualized service, Bob utilizes strategies that are designed to manage risk while still being in line with each individual's goals and circumstances. . Bob believes that providing superior client service is a top priority. To him, his responsibility as a Financial Advisor goes much farther than simply managing money: it is also to guide his clients toward sound investment decisions that will provide them with peace of mind, no matter what the circumstance. As such, he is committed to providing his clients with prompt and courteous responses to all of their questions and concerns.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.