Syracuse (Wealth Management Services Only)
706 North Clinton Street
Syracuse, NY 13204
Robert is dedicated to providing integrated wealth management strategies to help his clients work towards important financial goals. He has a B.A. in Finance from St. Bonaventure University and has spent over 22 years in the financial industry, with a focus in wealth management.
He has earned his Series 6 and 63, held through LPL Financial as well as his Life and Health Licenses, and is dedicated to serving the local communities throughout Madison County.
Robert works with a team of highly skilled individuals at Community Investment Services to provide financial services that include:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit