25 Years of Experience
Rob Harder, MBA, CFP®, CIM, FEA
Certified Financial Planner®
When I received my funds, I knew that I felt the most comfortable having Rob manage them. After working with Rob on a professional level, I knew that I could trust him to look after my retirement. Money is such a huge burden and it's nice having someone in place that understands the immense responsibility. Rob communicates information about my investments in a manner that makes sense (plus he makes some wicked diagrams). - K.Hall.
My wife had always been very satisfied with Rob, so in 2010 she dragged me down to see him, as I had been dissatisfied with the level of customer service I had been receiving from my financial institution. I quickly realized that Rob was "worth the trip". Any fees or charges that the bank put against my transfers were quickly reimbursed by Rob. Nobody else ever did this for me. Over the past few years, I have transferred all of my holdings to Rob. He always offers several scenarios, pointing out the advantages and disadvantages. He always takes the time to listen to me, making sure he understands my level of risks. I would recommend Rob to my friends, as he is genuinely concerned about my investments and providing a high level of customer service." - Anthony F.
Rob was introduced to me, by my previous advisor, around 2005, after he decided to choose a different career path. From the start I felt comfortable with him. He listens to and answers all of my questions, making sure I fully understand. He has always been thorough, professional, genuine and friendly. I am confident that he is handling my finances like they were his own. It is clear that Rob's main concern is to retain my loyalty by providing me with an excellent financial support service which is tailored to my needs . I feel that he is someone I can completely trust, and therefore have no problem in recommending him to any of my friends or colleagues. I know they will be in safe hands. - Nicole C.