“UBS Rockland have taken care of my grandparents, parents, and now my family. 3 generations of wealth management. Great customer service and always a phone call away.“
“Bob is becoming a port in the storm as I begin navigating what to do with retirement income, Social Security, and the moving target that is the recent tenuous financial landscape. He outdid himself gleefully chasing down what might be a nest-egg of a lost pension from a job many decades ago. I also really appreciate his tenacity in helping me to understand what I feel are very complex concepts. He is very upfront about what is going well and where there is opportunity for adjustments. I trust him.“
““