Robert Rolfe
Wealth Manager
- Role
- Wealth Manager at Excelsior Wealth Partners at Excelsior Wealth Partners
- Location
- Oswego County, NY, US
- LinkedIn followers
- 500 followers
About Robert Rolfe
I have been a Financial Advisor since 1994. I help people, families, and businesses prepare to live a successful 20-30 retirement. Securities and investment advisory services offered through Osaic Wealth, Inc, Member FINRA/SIPC. Osaic Wealth is seperately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures.
Experience
Wealth Manager at Excelsior Wealth Partners
Jan 2024 — Present
I help clients manage their wealth for retirement, create lifetime income for their needs, wants, and wishes, and then distribute their assets to family and charities for their legacy, at their passing.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.