We have been with Robert for 8 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.
Anna T.
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!). The trust relationship has grown over the last 3 years. We really appreciate the interest, friendship and counsel you have have also provided to our family. Your insight into the needs of our sons has put them on a very different and more appropriate path. That is way more then we would have ever expected from a financial advisor. Who knew it could be fun talking about money! We have and will continue to recommend your services to friends, family and colleagues. Honesty and integrity are the hallmarks of your service - please keep up the excellent work!
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. We never once felt pressured or uneducated in all elements of money management. Robert took the time to answer ALL our questions and explain every concept to us no matter how minor....even if it had to be explained more than once. He has helped not only us but many family members as well and we saw a noticeable change in our portfolio in as little as one month. He is a very patient, caring and knowledgeable advisor and we are so thankful that we found someone who truly cares about our needs and has our best interests at heart.
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. You made a difficult time much easier for me and you have given me some peace of mind.
Lynn M.
“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. He is communicative, confident, trustworthy loyal and knowledgeable. That is why we continue to do business with him"
Dr Jack Salvador & Dr Maria Gagliardi