“Bob has surpassed expectations in our experience in working with him. He has been proactive in anticipating challenges and is great at follow-up. I don’t think they come any better than Bob! I would recommend him without reservation.” ~Virginia Z., CFP, UT
“Bob is a valuable and trusted resource. I always receive positive feedback from my clients that he has worked with.” ~Jeremy P., CFP, NJ
“Bob’s process is very smooth. He is quick to provide quotes and is helpful regarding any questions that I or the clients may have.” ~Danielle R., CFP, NJ
Client Survey Response:
– Rated excellent overall in categories of service provided to clients, variety of products and companies offered, and promptness of communication. CA Physician, Disability Insurance Client