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Capital Financial & Insurance Services Financial Consulting

Robert is committed to helping individuals build confidence in their financial lives. He understands that clients demand a more personal, innovative approach to wealth management strategies, and is driven to provide that leadership. He accomplishes this by first gaining a deep understanding of your objectives and risk tolerance, then offers strategies to help reach your financial goals. While larger firms remain focused on corporate objectives, his is devoted to a single purpose: to help clients accomplish their most valued financial and lifetime goals. He dedicates over 28 years of industry experience to delivering custom wealth management strategies to help with your success.

Phone: (559) 222-7441

Cross Streets: Near the intersection of E Shaw Ave and N 6th St

Closed now

  • Tue 8:00 AM - 5:00 PM

1318 E Shaw Ave, Ste 200 Fresno, CA 93710 ·2215.94 mi

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