Robert, Sullivan

CRD#

7891062

Years of Experience in Financial Services

30

Number of Years with Current Firm

20

Work Experience

Before establishing Investment Insight Wealth Management, Bob spent 16 years at AXA Advisors, gaining valuable experience and refining his approach to financial planning and investment management. He holds an associates degree in biomedical engineering technology from SUNY Farmingdale, as well as the Chartered Financial Consultant (ChFC) designation from the American College of Financial Planning and the National Social Security Advisor (NSSA) certification. Additionally, he has passed the Series 65 exam, further demonstrating his commitment to professional excellence.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management