Robert Kline
Helping investors grow and protect their wealth.
- Role
- Nfp, an Aon Company at NFP, an Aon company
- Location
- Binghamton, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Robert Kline
Providing a fiduciary standard of care by putting my clients\' interests first for…
Experience
Nfp, an Aon Company
Present
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Portfolio Management
- Long Term Care Insurance
- Bonds
- Financial Planning
- Erisa
- 401k
- Wealth Accumulation
- College Planning
- 3 (21) and 3 (38) Fiduciary Services
- Structured Cds
- Pensions
- Fiduciary Management
- Asset Management
- Business Development Companies
- Employee Benefits
- Wealth Preservation Planning
- Wealth Management
- Roth Ira
- Simple Ira
- Securities
- Estate Planning
- Retirement Planning
- Life Insurance
- Fiduciary
- Investments
- Equity Indexed Annuities
- Trustee Investments
- Endowment Funds
- Sep Ira
- Iras
- Health Insurance
- Investment Strategies
- Alternative Investments
- Reit
- Disability Insurance
- Unit Investment Trusts
- Boli
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