Bob's primary responsibility is to work directly with clients in the establishment and maintenance of comprehensive financial plans. Depending on each individual's personal needs this could involve any or all of following: investment planning including asset allocation, tax planning and preparation, estate planning, life and disability insurance analysis, and debt reduction planning. He also assists companies in establishing employee benefit programs. With the assistance of his spouse, Lois, they ensure all day to day operations run efficiently and effectively. Since beginning his career in 1984, Bob has attained many industry accreditation's including:
Insurance products available through Robert S. Metcalfe.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.