Robert Eckermann

Robert Eckermann

48 Albany Street
Cazenovia, NY 13035


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
Rob Eckermann

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

Enter your zip code
Locations near ${locationSelectionZip}
${}, ${item.address.state} ${}${}

No locations were found for your zip code. Please enter a new zip code in the field above.

See more locations and details