| Not A Doctor?
--Not to worry!
Although our practice started with doctors,
we have many other kinds of clients who benefit from
Rob’s personalized approach.
So, if you consider yourself a competent
professional who is looking for investments to fund your
home, family education, retirement or estate, Rob McKenna
can
help
your dreams become a reality.
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Fee-Only
Mutual Funds
Investment Advice
for Doctors |
...and
Other Investment-Savvy Clients in
the
Greater Capital District of Albany, NY. |
 As
a physician or other professional, you’ve worked
hard for your money. But are your investments working just
as
hard
for
you?
Will your portfolio be large
enough at the time you need it for the kids’ college,
your retirement, or other opportunities?
Your
403b, 401k, IRA accounts and other investments need regular
attention. Do you really have the time to keep
on top of the ever-changing
tax laws, investment opportunities, and current financial
news? |
Maybe it’s time to get
the expert advice of a professional investment specialist.
No sales pressure, no commissions, no hype; just the facts!
Get a consult from an expert investment
counselor and registered investment advisor.
Robert McKenna is a New York State registered investment
advisor, affiliated with Fidelity Institutional Wealth
Services and Fidelity's 4,000+ mutual funds.
With over 25 years of experience, he has helped many
clients become wealthier. He starts by listening to
your goals, and then designing a custom portfolio that
gives you the best balance of reward and risk.
While working at Albany Medical Center, he developed a
large core of clients composed of doctors, administrators,
nurses and other professional staff. But you don’t
need to wear a stethoscope to become a client; Rob also
has
many
clients
from all walks of life.
To see what Rob can do for you,
take a tour through this site by clicking the Next Page
buttons.
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Free First Consultation
Unsure of how to get started? If you have
an investment portfolio of at least $100,000, just click here to contact me or give
me a call at (518) 935-2575 and we can meet for an initial
review at no cost to you.
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Real Words
"I like Rob because he's as
good at his specialty as I
am at mine."
-Dave Clark, physician
Read more of what he says... |
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