Financial & Investment Services
Rob is a financial services professional located in Holbrook, NY & serving clients with insurance & investment solutions across the US.
He specializes in helping a diverse range of all net worth clients, both individuals and institutions/businesses, with solutions such as: Retirement planning (401(k)s, 403(b)s, IRAs, etc.), life insurance, educational & custodial accounts (529s, UTMA/UGMAs), asset & portfolio management and more.
Rob focuses on taking an educational, hands on approach to financial planning & literacy, making sure his clients understand exactly how to achieve their financial goals.
