
Robert G. Gruber
Gruber Insurance & Financial Services
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Owner
Offering advice since: 1994
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
Further information about Robert G. Gruber:
Bob has been assisting clients in understanding and planning their financial lives since entering the business in 1994. His approach is client centered and focuses on the needs and desires of the people he works with.
Bob is an Investment Advisory Representative and offers Investment Services through GWN Securities, Inc. He earned his certification for Chartered Life Underwriter (CLU) and (ChFC) through The American College, in Bryn Mawr Pa.
Bob is a member of the Society of Financial Service Professionals, a National Organization of Credentialed Financial Advisors. He is also a member of the National Association of Insurance and Financial Advisors, NAIFA. Locally, he has served as President of the Buffalo NY chapters of both organizations. He currently serves as Trustee to the NY State NAIFA Association.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Series 6,63 & 65, Life and Health License.
CLU, ChFC, LUTCF
Education:
Not specified
Will provide references upon request?
Yes
Further information about Gruber Insurance & Financial Services:
(Size of firm: 0-9 advisors)
"Our Mission"
To help our clients understand that their ability to produce income is their greatest asset and to help them understand the need to take steps to protect that asset, as well as create a plan for long term wealth accumulation.
To work together to insure that they are prepared to face the many challenges life has to offer.
"Our Focus"
Retirement Income Planning, Estate and Family Preservation and Protection.
We provide products and services designed to help middle income families manage the financial risks associated with day to day life.
I will help you get your financial house in order!
Securities and Investment Advisory Services offered through GWN Securities, Inc.
Contact Information for Robert G. Gruber
Phone: 716-773-8534
Please support us by letting this advisor know you found them through Boomerater
Fax: 716-773-8479
Address for Robert G. Gruber:
2801 Long Rd
Suite 233
Grand Island, NY, 14072
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