About Robert
I started out with a large national financial planning and investment firm. After ten years I realized that I wanted to stop selling commission-based products and instead wanted to concentrate on fee-only investment management and financial planning. As a fee-only advisor, I have true independence to do what is in the best interests of my clients with no propriety conflicts. Thru the years I have started two fee-only investment advisory firms for other organizations before starting Main Street Wealth Management in April of 2019. I am well known for helping, educating, and supporting clients as I help them develop strategic investment plans for their future.
Areas of focus
Credentials & background
Designations
Education
University of Vermont
Clients served
Regulatory
- Firm CRD #301185
The firm
Certainly, here's the firm bio without any code: "Our firm is a leading provider of comprehensive legal services, dedicated to delivering exceptional results for our clients. With a team of highly skilled and experienced attorneys, we offer expertise across a wide range of practice areas, including corporate law, litigation, intellectual property, and real estate. We are committed to understanding our clients' unique needs and providing tailored solutions that are both strategic and effective. Our client-centric approach, combined with our unwavering commitment to ethical practices, has earned us a reputation for excellence and trust. We strive to be more than just legal advisors; we aim to be true partners in our clients' success, guiding them through complex legal challenges with clarity and confidence."
BALDWINSVILLE, NY$1.54B assets under management