Bob Sherwood

Financial Services Professional at Intgrated Financial Concepts

Role: Financial Services Professional at Integrated Financial Concepts
Location: Fairfield, NJ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bob Sherwood

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your objectives include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss the security of your financial future.

Experience

Financial Services Professional
Integrated Financial Concepts
Mar 2017 — Present · 100 Passaic Avenue - Suite 110 - Fairfield, NJ, US

Education

NYU Stern School of Business
MBA, Finance
1974 — 1978

Skills

Networking
Entrepreneurship
Retirement Planning
Management
Sales
Personal Finance
Training
Marketing
Insurance
Customer Service
Negotiation
Investments
Leadership
Life Insurance
Fundraising
Program Management
Financial Services
Finance
Public Speaking

Contact information

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Work email
•••••@integratedconcepts.net
Personal email
•••••@•••••.com
Direct dial
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Current company

Integrated Financial Concepts

Financial Services · 89 employees · Red Bank, New Jersey, United States

At Integrated Financial Concepts, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn’t just about numbers, it’s about keeping promises to our clients and each other. We are proud to be part of the National Life Tradition. Many companies offer living benefits, not all can say they built their business on carrying out those promises. Our success is based on our long history of social responsibility, strong leadership, investments, and innovative products and services. When it comes to preparing your financial security, you need a professional company that will provide you with an educated course to follow - an organization that will offer excellent service and help guide you to your financial goals. We are that guide. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, (84••••••49. Integrated Financial Concepts is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC12••••••21)P.

integratedconcepts.net

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About Bob Sherwood

Experience

Financial Services Professional

Education

NYU Stern School of Business

Skills

Find verified contacts for anyone on LinkedIn