The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
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PRIZM Financial Advisors is committed to helping the average american understand how money works and giving all people the opportunity to thrive in life financially.. Contact us today for a FREE consultation!
The advisor listed is an Ameriprise financial advisor in Henderson. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. We are passionate about working with our clients and want them to experience financial confidence now and in retirement. We will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. We want you to feel confident that the advice we provide reflects your unique dreams and goals.
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Bob believes that each investor is unique and no single investment is right for everyone. He believes it is essential to have multiple investment and estate planning tools at his disposal in order to help benefit his clients. Bob is registered to utilize an array of investment vehicles including stocks, bonds, mutual funds and advisory services; Bob is also licensed to sell life and fixed annuity insurance products. He also makes sure that his clients know that they are his number one priority. If they have issues at any time, they will be quickly addressed. Some financial advisors tell you what you want to hear. Bob does not tell you what you want to hear; he tells you what you need to know. If you are looking for someone to help you evaluate your tolerance to market risk, then Bob, with over 26 years of experience is your man!
