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                   WHAT I DO and HOW I CAN HELP YOU
 
 

FIRST, I will answer any financial/investment oriented questions you have.
 
SECOND, through our discussion we will establish your immediate and longer term financial goals with an understanding of your risk tolerance levels.

 

THIRD, I will assist you in establishing your personal investment strategy with proper asset allocation among cash, bonds and equities referencing TYPES of INVESTMENTS.
 
Upon comfortable recognition and agreement of the above we will make use of my established SELECTION PROCESS and implement it in your final personal investment strategy.
  
 Call me now to ask questions and discuss your specific situation.

 
540-428-3800  in VA

 

                                 239-434-6874  in FL

 

                                                                  or  800-223-0072

 

Thank you,

Bob Engel

    

                                            

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                                  Serving Investors Since 1961

                                               

   
 
WHAT I DO and HOW I CAN HELP YOU

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Archived Newspaper Articles

Summit Brokerage Services, Inc.

 

 

            TESTIMONIALS 

 

"... I appreciate our association during the past 25 years. From the little IRA... my assets have steadily grown even with the market's fluctuation. Your counsel and friendship have meant so much..."

                          - Helen B

 

"Thank you very much for your thoughtfulness... we, also, want to thank you for your great help throughout the years on our investments."

                            -  R & R M 

 

 "Bob, you have been so helpful in your professional guidance   to me in navigating through all of the investment world. "               - G E

 

"I appreciate your getting it down to net as to what investment approach is best for me and my wife. It is one less thing we have to think about".                - Jr. V

 

 

 

      Serving Investors

            Since 1961

  

 

bob@bobengel.com www.bobengel.com

Phone: 540-428-3800

Toll Free: 800-223-0072

Fax: 540-428-3881

 

rengel@summitbrokerage.com www.summitbrokerage.com

Robert S. Engel Investments, LLC, an independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA & SIPC.

 
Copyright © 2004-2010  Robert S Engel Investments, LLC