
Robert Bentleyemail
Professional Story
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
Education
University of Florida
Affiliations & Memberships
Alpharetta Business Association: NMLS #1063869 MLO
Community Involvement
St Brigid Catholic Church
Languages: English
Specialties:Estate Planning, Insurance Strategies, Retirement Strategies, College Funding Strategies, Business Succession Planning, Business Owners, Retirement Income Planning, Risk Management Strategies, Financial Education, Investment Strategies, Financial Planning, Group Benefits, Military, Charitable Giving, LGBTQ
Check the background of this investment professional on FINRA's BrokerCheck