Robert Eckermann
AIF®, Financial Consultant
315-687-3588
48 Albany Street
Cazenovia, NY 13035
T: 315-655-3402
F: 315-655-8858
Bio
Robert is dedicated to providing integrated wealth management strategies to help his clients work towards important financial goals. He has a B.A. in Finance from St. Bonaventure University and has spent over 22 years in the financial industry, with a focus in wealth management. He has earned his Series 6 and 63, held through LPL Financial as well as his Life and Health Licenses, and is dedicated to serving the local communities throughout Madison County.
Robert works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
