“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.“
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Financial Consultants
“Am I going to manage my ETF account when Charles temporarily closed horse tours for being temporary closed but fidelity consults Dave Ramsey consults so you can wait for Charles Schwab to open or find other options good luck stay financially healthy in 2020“
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
“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.“