My wife had always been very satisfied with Rob, so in 2010 she dragged me down to see him, as I had been dissatisfied with the level of customer service I had been receiving from my financial institution. I quickly realized that Rob was "worth the trip". Any fees or charges that the bank put against my transfers were quickly reimbursed by Rob. Nobody else ever did this for me. Over the past few years, I have transferred all of my holdings to Rob. He always offers several scenarios, pointing out the advantages and disadvantages. He always takes the time to listen to me, making sure he understands my level of risks. I would recommend Rob to my friends, as he is genuinely concerned about my investments and providing a high level of customer service."
- Anthony F.
