Want to overwhelming endorse Rob and his service! He immediately fostered an environment of trust. Rob was patient and understanding of our needs and constructed a personalized path that was companionate and easily understandable. Plus, he found the nuggets in our plan that makes everyone happy. Cannot say more great things about Rob personally or professionally. Thanks, Rob!!
January 2022
We could not have been happier with Rob DeLucas at Afton Advisors. He guided us through the process of gathering the information he needed to get a thorough picture of our finances. Then he clearly put a lot of time and thought into a plan for us so that we would have financial security and peace of mind. He really listened to our concerns and questions, and thoroughly explained our options and helped us fine tune the plan together. We are so glad that we called Afton, and I know I will sleep better at night - hiring Rob was the epitome of money well spent!
January 2022
I've had the privilege of knowing Rob for 15+ years, long before he made this his full-time profession. I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times. Rob's approach is simple but effective - listen to where you are currently, where you want to go long-term, customizing a strategy that fits your goals/your current lifestyle without any pressure to do more. If you've shopped around with the big name firms before, if you have questions about the complex world of investing,... read full review
Want to overwhelming endorse Rob and his service! He immediately fostered an environment of trust. Rob was patient and understanding of our needs and constructed a personalized path that was companionate and easily understandable. Plus, he found the nuggets in our plan that makes everyone happy. Cannot say more great things about Rob personally or professionally. Thanks, Rob!!
We could not have been happier with Rob DeLucas at Afton Advisors. He guided us through the process of gathering the information he needed to get a thorough picture of our finances. Then he clearly put a lot of time and thought into a plan for us so that we would have financial security and peace of mind. He really listened to our concerns and questions, and thoroughly explained our options and helped us fine tune the plan together. We are so glad that we called Afton, and I know I will sleep better at night - hiring Rob was the epitome of money well spent!
I've had the privilege of knowing Rob for 15+ years, long before he made this his full-time profession. I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times. Rob's approach is simple but effective - listen to where you are currently, where you want to go long-term, customizing a strategy that fits your goals/your current lifestyle without any pressure to do more. If you've shopped around with the big name firms before, if you have questions about the complex world of investing,... read full review