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Griffin Robertson

Registered Representative

Biography

 

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will assist you as you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.  

 

Education

Bucknell University (2012-2016)

Hobbies

Running
Hiking
Cooking

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Business Succession Planning
  • Risk Management Strategies
  • Financial Education
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

Coverpath - Get a quote for term life insurance

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck