Bob Bennie Wealth Management - Financial Advisor: Bob Bennie, CFP

Ron Riethmuller

Bob and his staff have been extremely helpful with investments I entrusted with them. I transferred several accounts and they made the the transfers easy for me. Bob is very knowledgeable and passionate and is always available to discuss any questions. The entire staff staff treat you like family. You are a real person and not just a number. They also have frequent webinars discussing various related issues that I find very informative. I highly recommend them!

Kim Rohan

Bob and his coworkers go above and beyond their duties! They make you feel like family. Highly recommend!

Kristen Sharkey

Bob is an amazing, heartfelt guy who gave me a wonderful hour of advice on how to invest my money wisely. I believe he is a compassionate guy who just wants to make sure people are very well taken care of. Will be coming here again in the future.

Charlie Link

Bob and his team have been managing my IRA for over 10 years. These were rollover funds from prior 401(k) accounts. The firm has always been helpful, honest, and friendly. Bob brought my account out of the 2008 dip. He has effectively moved among various products since then, providing a great balance of safety and return. I am 70 years old, still working, with an active 401(k) that he is aware of, but does not directly affect.