"We have been with Robert for 5 years, not a single regret with our choice. He understands his clients needs and offers the best advice based on their level of comfort. He has always guided us in the right direction with our investments."
"We wanted to let you know that you have really added a tremendous amount of value to our lives. Both of us have always felt very comfortable that we are getting the very best advice, (even when we don't want to hear it!)..."
Franco & Nancy P.
"Words cannot express how grateful we are for all of Robert's assistance with not only our investment needs but with teaching us about investments/money management..."
Vicky & Sam S.
"I just wanted to thank you for all of your help in getting my sisters affairs in order. You, Joe and Tina went above and beyond to make things easier for me..."
"We have been client’s of Robert D’Angelo for over 20 years Robert has always guided us through the highs and lows of the market..."
Dr Jack Salvador & Dr Maria Gagliardi
Providing Trusted, Valuable Support
With Robert D'Angelo, we provide client-centered insurance, investments and financial solutions designed to protect the financial health and well-being of our clients and their families. We will help put you in control of your finances, one step at a time.
Meet the Team
Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.
Services & Solutions
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
Your financial life doesn't need to be complicated. Bookmark this page, and take advantage of our financial tools, resources and calculators.
What Our Clients Say
We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.
Don't hesitate to contact me today to bring clarity to your financial questions.