Robert S. Gladstein, Financial Services Professional

Robert S. Gladstein, Financial Services Professional

5.0(1 review)
Offers online services
Offers online services

About

I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals.

I treat my clients with the focus and respect I would expect for myself. While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future. My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be intimidating. Luckily, you don't have to do it alone.

I enjoy working with people and helping them to achieve their financial goals. One of three things will come out of that meeting, I will validate the plan they already have, I may find something that their current advisor might have missed that they can bring to their attention or this is an additional benefit that I can bring to the plan that they already have.


Highlights

15 years in business
Serves Hyannis , MA
Offers online services

Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

Photos and videos


  • Reviews

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    AS

    Arnold S.

    I found him to be professional and knowledgeable. He was considerate and listened to my concerns and based on what we shared with him, he put a plan together that would achieve our goals.
    ... Show more
    February 24, 2020

    Services offered

    Financial Services And Planning