Personal Information
Organização/Local de trabalho
Greater Boston Area United States
Cargo
Financial Advisor & Partner - The Thorndike Company LLP
Setor
Finance / Banking / Insurance
Sobre
Robert is a member of the Estate Planning Team. EPT is a professional group of highly trained advisors comprised of top tax attorneys, and advisors committed to assisting clients with business transitions and wealth succession planning of the Deferred Sales Trust™. The Deferred Sales Trust™ is a tax-deferral strategy.
With more than 25 years in Financial Services, Robert has the experience and expertise to help you acquire and protect your resources and live the lifestyle you desire. Using a client-centered approach he focuses not just on your money but your entire life. The foundation of this approach is to find what is important to you and then identify and prioritize your entire fi...
Documentos
(7)Personal Information
Organização/Local de trabalho
Greater Boston Area United States
Cargo
Financial Advisor & Partner - The Thorndike Company LLP
Setor
Finance / Banking / Insurance
Sobre
Robert is a member of the Estate Planning Team. EPT is a professional group of highly trained advisors comprised of top tax attorneys, and advisors committed to assisting clients with business transitions and wealth succession planning of the Deferred Sales Trust™. The Deferred Sales Trust™ is a tax-deferral strategy.
With more than 25 years in Financial Services, Robert has the experience and expertise to help you acquire and protect your resources and live the lifestyle you desire. Using a client-centered approach he focuses not just on your money but your entire life. The foundation of this approach is to find what is important to you and then identify and prioritize your entire fi...