I was recommended to call Bob by a friend in order to do some rollovers and consolidate my various 401k plans into a single IRA. Not only was he able to do that for me, he got me a really nice plan which actually added value to my rollover. He had a lot of other options, like plans with guaranteed returns, etc. He also offered health insurance, car insurance, business insurance and other things. So I ended up switching some of my insurance carriers as well, saving me several hundred bucks a month. So, all my finances are a lot easier to manage now. Awesome =) Next time I'll call him for some mutual funds, when this horrible recession ends. Oh right, and he came to me on MY schedule, which is a huge plus for me. read more