CFP®️ BOB
CFP®️ BOB

CFP®️ BOB

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Service type

Responds within a day

Review Summary

Exceptional 5.0

(6 reviews)

Customers say this pro is a skilled financial advisor who delivers great returns and maintains trust and integrity. They appreciate the pro's professionalism, responsiveness, and availability. Many report improved financial confidence and recommend the pro highly.

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Introduction
As a Certified Financial Planner, I take a holistic approach to my clients financial picture. Investments are important, but there is so much more to planning than that. I work with my clients on their banking, lending, trusts, estate planning, tax planning, etc. I collaborate with my clients on the retirement planning process from the early stages of life, all the way through retirement. I strive to build deep meaningful relationships with each client. This allows me and my team to be proactive with all of our clients. I finances can be daunting at times, let me and my team put your mind at ease.
Overview

Serves Cherry Hill, NJ

Background checked

8 employees

4 years in business

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Reviews
Exceptional 5.0

6 reviews

5
100%
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Jen F.
Jun 4, 2024
I have worked with Bob for almost 2 years now and he has changed my life. The advice and guidance he has given me has helped boosted my financial confidence. His team is second to none!
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Luke L.
Jun 7, 2024
I was fortunate enough to be introduced to Bob through a mutual colleague for which I am beyond grateful for having met Bob. He possesses all the qualities you want in an FA, professionalism, responsiveness, sound investing, great returns, trust and integrity. My portfolio was average at best prior to meeting Bob - let’s just say I’m very satisfied with the investments Bob has made for me. On top of being a great FA, Bob is a family man and is one of the most genuine people you will meet. Ten out of ten. Highly recommend.
pro avatar
Ken F.
Jun 6, 2024
Bob has taken care of my families finances for years and we couldn’t be happier. He always makes time for us and has been crucial to our retirement.
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Joseph M.
Jun 4, 2024
Bob is a fantastic individual to work with. He is extremely professional and to the point. Will guide you and answer all of your questions. Highly recommend!
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Cameron W.
Jun 6, 2024
Bob has been great to work with and always has time for me.
Credentials
Background Check

Robert Falconiero

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