Robert Boulanger
Managing Director - Financial Advisor at Rbc Wealth Management
Based in Amherst, United States
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Seniority
Director
Department
Finance & Accounting
Location
Amherst
Industry
Financial Services
Company size
8.3K
Contact information
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r•••••••@rbcwealthmanagement.com
Phone
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Background
About Robert Boulanger
As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. After being in the financial services industry for over 15 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
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