Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Financial Education, Risk Management Strategies
Robert is committed to building long-term relationships with his clients and helping them reach their goals is his number one priority. Drawing on his knowledge, experience, and world-class tools, he builds financial freedom for his clients. He provides total needs analysis through a network of experienced professionals with particular expertise in retirement income solutions, estate strategies, employee benefits, and retention services, business continuation strategies, and trust services.
CW Post LIU (1996)
6800 Jericho Turnpike Suite 202W
Syosset, NY 11791