LPL Financial, The Office of Rob Dale, CFP

Dec 2022

After seeing some stellar reviews on here, I tried reaching out to schedule some time to review my own personal affairs. I tried calling- no answer and a full voicemail box. Followed up with 2 e-mails, both of which went unanswered.Going to take a guess that these other reviews may have be conflicts of interest.

Dec 2018

Rob was referred to my husband and I more than ten years ago by one of his current clients. They spoke so highly of Rob and what he had been able to do for them that we decided to give him a call. He did not disappoint.We were a military family, busy raising children and building up a business. We were just beginning to make some good money, but we were not seeing the road to retirement. He was able to identify some areas where we could save a little and explained various financial strategies that set us on the right course to retirement. Anytime that we had questions about our plan, Rob was always available to discuss it with us. He's knowledgeable, personable and trustworthy.Over...read full review

Dec 2018

I have had Rob as my financial adviser for over 15 years. It was because of him, that I was able to start my own business without any involvement from the banks. Rob has always been proactive during any financial crisis and kept me apprised of the market conditions. Another testament to his integrity is never once trying to delay my withdrawal of funds...he would always show me choices and let me take my own path. I look forward to the day when I can start investing with him again...until then, I will settle for our friendly chats about Trump!