Bob Eichler Email & Phone Number

As President and founder of CCL Financial Group, Robert Eichler has more than 20 years of experience in the financial services industry. Robert has helped individuals, families and closely held businesses develop and implement financial plans designed to achieve their personal and corporate financial goals and objectives.CCL helps clients make informed decisions regarding their financial concerns and plans. By working with their client’s other trusted advisors, CPAs and Attorney’s, CCL provides clients with a broad range of solutions.In today’s environment, financial planning is a crucial, but often a complex and confusing process. That’s why we educate our clients, creating a more informed consumer, so that they can make the right decisions.If you would like to contact me for more information please email me at eichler.robert@pmlmail.com.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.

Listed skills include Small Business, Financial Advisory, Management, Real Estate, and 9 others.

• President

  Ccl Financial Group

  Jan 2000 - Present - 2 Park Avenue, Suite 300, New York, Ny

  CCL helps clients make informed decisions regarding their financial concerns and plans. By working with their client’s other trusted advisors, CPAs and Attorney’s, CCL provides clients with a broad range of solutions.We will help you to assess your current financial situation and your future financial objectives and explain the options and alternatives available to you. We then discuss, develop, implement, and monitor a plan that will help you achieve those objectives. As you well know, life’s financial needs are fluid which is why ongoing analysis is critical.Robert’s primary clients include physicians and small businesses, whom he assists in the areas of protection, asset accumulation, and retirement planning. His particular area of specialty is helping clients develop customized estate planning strategies and solutions with the goal in mind for creation, growth, protection and distribution of wealth with an eye on tax efficient strategies to maximize these stages.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. CCL 212-697-1355. CCL is unaffiliated with HTK.

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  University Of Wisconsin-Madison