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BestProsInTown

Financial Planners in Melbourne

Financial Planners in Melbourne picked by BestProsInTown

7 businesses

LPL Financial, The Office of Rob Dale, CFP

LPL Financial, The Office of Rob Dale, CFP

7331 Office Park Pl STE 300, Melbourne

Mon 9AM - 5PM

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“Rob was referred to my husband and I more than ten years ago by one of his current clients. They spoke so highly of Rob and what he had been able to do for them that we decided to give him a call. He did not disappoint.We were a military family, busy raising children and building up a business. We were just beginning to make some good money, but we were not seeing the road to retirement. He was able to identify some areas where we could save a little and explained various financial strategies that set us on the right course to retirement. Anytime that we had questions about our plan, Rob was always available to discuss it with us. He's knowledgeable, personable and trustworthy.Over the years, Rob advised me during some difficult times and I have been truly thankful for his sage advise. With Rob's help, I am looking forward to a bright financial retirement.”

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