Robert Maloney (AEP, MSFS)
Robert Maloney focuses in the
following client markets or areas of practice:
- Business Owners
- Medical Professionals
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Business Owners
- Medical Professionals
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Bob works with widowed and divorced women, closely held business owners and pre and post retirees. His services are tailored to the specific family situation where Bob's role is to provide education leading to the clients ability to make their own decisons. Once a decison has been made, Bob works to provide the implementation necessary to acheive measurable results.
NAPFA Start Date
May 18, 1983