Bob has been helping clients and colleagues make sense of the confusing world of finance since 2001. When he founded Bothfeld Financial and Insurance Services he set out with a few basic philosophies in mind; keep his client's money safe, help them achieve a reasonable rate of return, and keep it simple!
Taking care of his clients and offering exceptional customer service are of utmost importance to Bob. He loves the direct impact he has on his client's lives and enjoys developing and nurturing relationships during the planning process. In building our relationships, we listen, discuss, collaborate, and clarify.
Taking care of his clients and offering exceptional customer service are of utmost importance to Bob. He loves the direct impact he has on his client's lives and enjoys developing and nurturing relationships during the planning process. In building our relationships, we listen, discuss, collaborate, and clarify.
Services
Bothfeld Financial Services specializes in Retirement Planning. No matter what stage in life you are, we would be pleased to meet with you and discuss your financial situation, even if it seems there is a lot to do to meet your plans. We work with a number of very well regarded investment companies, so unlike most financial advisers who work for or with a specific company, we can help you pick the best policy and company for your needs.
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