Robert  Roback, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert Roback, Jr. CFP®

CFS

Luther Forest Wealth Advisors, LLC

2715 Route 9, Ste 101
Malta, NY 12020
(866) 649-3258
(518) 899-5544

General

Robert Roback is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Luther Forest Wealth Advisors, LLC in Malta, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Fund Specialist CFS

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Personal Taxes

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