Robert J. Linkowski

Insurance Specialist

Role
Insurance Specialist at Confluence Financial Partners
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Insurance Specialist

    Confluence Financial Partners

    Sep 2022 — Present

    Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. investing involves risk; clients may experience a profit or loss.

Skills

  • Entrepreneurship
  • Public Speaking
  • Retirement
  • Fixed Annuities
  • Employee Benefits
  • Strategic Planning
  • Policy
  • Life Insurance
  • Physicians
  • Telecommunications
  • Sales Management
  • Program Management
  • Insurance
  • Disability Insurance
  • New Business Development
  • Investments
  • Retirement Planning
  • Healthcare
  • Business Development
  • Wealth Management
  • Start-Ups
  • Term Life Insurance
  • Whole Life
  • Universal Life

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Robert J. Linkowski — Insurance Specialist at Confluence Financial Partners in Pittsburgh, PA, US | Unifers