Robert L. Stern Financial Services

Robert L. Stern Financial Services

Robert L. Stern Financial Services

Address: 433 West St. Suite 7
Town: Amherst, MA 01002
Telephone: (413) 253-8989
Web site: http://www.rlsternfinancial.com/
Category:

We are an independent financial services firm. Our clients' interests and goals always come first. Every person and business situation is unique. We strive to accomplish an in-depth understanding of your situation by conducting a thorough financial overview and providing ongoing guidance.

Our world moves at hyper-speed. What was relevant yesterday may not be relevant tomorrow. But one thing that endures is our dynamic relationship with you, our clients-a relationship grounded in experience, with the highest ethical standards and ongoing commitment to world-class service. We create simple and unique solutions for your complex financial issues. 

We offer a wide range of services, with a strong focus on retirement planning for individuals and businesses, as well as on college-funding solutions. We pursue your goals through a comprehensive, collaborative process. That process begins with a thorough understanding of your unique situation, including time frame(s) and tolerance for risk. Our clients are well-informed. We assist clients by educating them, prioritizing what is most important, and implementing a strategy for positive action. This is always followed up with timely, ongoing reviews.

Investment Planning

Preferred Portfolio Managed Accounts
Portfolio Review
Tax-Advantaged Investing
College Savings
Socially Responsible Investing

Retirement Planning

Retirement Analysis
Review of IRAs, 401(k)s, 403(b)s, Annuities, and IRA Rollovers
Creation and Implementation of Retirement Plans for Individuals and Businesses
Education and Explanation

Estate Planning/Protection

Life Insurance
Long-Term Care Insurance
Disability Income Protection
Group Health Insurance

 

Trust • Integrity • Accountability

 

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IA, LA, MA, MD, ME, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.