Broker Check
Robert "Bob"  Munroe

Robert "Bob" Munroe

Financial Services Representative

 

Potential clients look to Bob Munroe and the MassMutual Team when:

  • Looking to define a roadmap to help achieve measurable financial goals
  • Unsure if they are saving enough and allocating their money towards the most appropriate strategies
  • Consumed by daily life, overwhelmed by options and unable to focus on financial goals
  • Uncertain if they are maximizing their current employer benefit plans
  • Transitioning from working years to retirement and wanting an effective retirement income strategy
  • Concerned about the volatility of the markets
  • Desiring to help protect their family and generate a legacy for loved ones
  • Seeking approaches to optimize tax efficiencies
  • Wanting a truly integrated approach combining risk protection, wealth accumulation, and asset preservation and distribution

Our team provides innovative solutions for professionals, retirees, and small businesses including:

  • Establishment of life goals
  • Retirement planning
  • Tax Efficiencies
  • Life, Disability & Long-Term Care protection
  • 401(k) plans

 

Why your experience will be unique:

  • Never a cookie-cutter approach, every personalized solution is based on your unique financial goals
  • We develop and nurture ongoing relationships to help ensure our clients’ strategies adapt to their ever-changing life
  • We provide a non-intimidating, educational and enjoyable experience for our clients
  • We partner with your tax and legal advisors to help you develop the optimal strategy to meet your specific needs