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