Bob was great, knowledge , frank with his thoughts. He understood my point of view and spoke with clarity, I would recommend him for financial advice.
CFP®️ BOB
- 6 hires
- Based in Cherry Hill, NJ
- 7 years in business
- 8 employees
- Responds in about 3 hours
- Background checked
About CFP®️ BOB
As a Certified Financial Planner, I take a holistic approach to my clients financial picture. Investments are important, but there is so much more to planning than that. I work with my clients on their banking, lending, trusts, estate planning, tax planning, etc. I collaborate with my clients on the retirement planning process from the early stages of life, all the way through retirement. I strive to build deep meaningful relationships with each client. This allows me and my team to be proactive with all of our clients. I finances can be daunting at times, let me and my team put your mind at ease.
Reviews
Bob is very knowledgeable and presents information in a way that is clear and easy to understand.
Bob is incredibly thoughtful, kind, knowledgeable, and authentic. While other CFPs focused on pitching their services, Bob stood out by engaging in an open and honest dialogue that prioritized my needs and goals. His genuine approach helped set me on a clear path toward financial wellness. Highly recommend!
I can’t say enough about the help and advice I’ve received from Bob. He takes the time to listen to your story, digest the information, and is able to present you with options. Very clear in his presentation and very honest in his suggestions and advice. Highly recommend.
Helped me out to see the bigger picture and guided me to my next steps.
Services
CFP®️ BOB★ 5.0
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