Bob Grossman

Plan for your retirement years. Give yourself the gift of guaranteed income for life.

Role
Financial Advisor at Scottsdale Wealth Advisory, Llc
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bob Grossman

MONEY DOES NOT COME WITH A USERS MANUAL! I became a financial advisor because…

Experience

  1. Financial Advisor

    Scottsdale Wealth Advisory, Llc

    Sep 2023 — Present · Paradise Valley, AZ, US

    Full service financial advisory specializing in financial planning for adults/families in or approaching retirement. Investment and Annuity Specialists. Clients Nationwide. Independent firm.

Education

  • James Madison High School

    High School Diploma

  • New York University

    Bachelor of Arts (B.A.)

Skills

  • Small Business Financial Management
  • Term Life Insurance
  • Trust Management
  • Saving Strategies
  • Disability Insurance
  • Retirement Planning
  • Special Needs Trusts
  • Annuity Sales
  • Pensions
  • Business Tax Strategies
  • Life Insurance
  • Strategic Planning
  • Wealth Transfer
  • Cash Flow Management
  • Permanent Life Insurance
  • 401k Rollovers

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