Robert D Miani

Rob has been my financial advisor for over 15 years. Through both good and bad markets, Rob has helped me manage my investments so that I been able to achieve my financial goals.
He is a great listener and a great educator. He works with you to fashion a personalized investment strategy that fits your investing style and requirements while taking full advantage of the available market upsides and providing cushions from the market’s downsides.
I truly value Rob’s knowledge, professionalism and dedication but more than that I value his trustworthiness. I know my money is safe him and that he always puts my interests above all others (including his own) when offering me counsel and advice.
Choosing Rob as my financial advisor is one of the best decisions I have ever made.

Given how volatile the market has been, advisors’ usually fall from grace. This is not the case for Robert. He makes himself available to his clients when needed, and sees them regularly in good times and in bad.
Robert consistently receives awards for the HIGHEST client satisfaction ratings for over a decade now. Again, during these most difficult and trying economic times, that is an exemplary accomplishment.
His level of integrity, dedication, and passion for educating his clients goes above and beyond advising financially.
Over the years, Robert has become a member of many client’s extended families and been invited to numerous client weddings, retirement parties, and birthdays. He is a trusted, loyal, and reliable friend.
If you need responsible and experienced advice, he will protect and grow your asset as if they were his own.