“Bob has surpassed expectations in our experience in working with him.  He has been proactive in anticipating challenges and is great at follow-up.  I don’t think they come any better than Bob!  I would recommend him without reservation.”  ~Virginia Z., CFP, UT

“Bob is a valuable and trusted resource.  I always receive positive feedback from my clients that he has worked with.”   ~Jeremy P., CFP, NJ

“Bob’s process is very smooth.  He is quick to provide quotes and is helpful regarding any questions that I or the clients may have.”  ~Danielle R., CFP, NJ

Client Survey Response:

 – Rated excellent overall in categories of service provided to clients, variety of  products and companies offered,  and promptness of communication.  CA Physician, Disability Insurance Client