Syracuse (Wealth Management Services Only)
706 North Clinton Street
Syracuse, NY 13204
- T: 315-413-4480
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:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit