Robert Lockery, Aif

Robert Lockery, Aif Email and Phone Number

Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor | @ Coastline Wealth Management
port jefferson, new york, united states
Robert Lockery, Aif's Location
Shelton, Connecticut, United States, United States
Robert Lockery, Aif's Contact Details

Robert Lockery, Aif work email

Robert Lockery, Aif personal email

Robert Lockery, Aif phone numbers

About Robert Lockery, Aif

Ganim Financial & Coastline Wealth Management provide Fiduciary Oversight for 401k and Cash Balance Plans. We employ plan governance for all aspects; plan design, fees, investments, compliance, provider analysis, administration, record keeping, market benchmarking and Fiduciary Safe Harbors. With employees we help prepare their retirement readiness through individual planning consultations and set them on a course for income replacement.

Robert Lockery, Aif's Current Company Details
Coastline Wealth Management

Coastline Wealth Management

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Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor |
port jefferson, new york, united states
Website:
coastlinewealth.com
Employees:
16
Robert Lockery, Aif Work Experience Details
  • Coastline Wealth Management
    Director-Corporate Retirement Plans
    Coastline Wealth Management Jan 2021 - Present
    1303 Main Street, Port Jefferson, Ny
    View
  • Ganim Financial
    Director-Corporate Retirement Plans
    Ganim Financial Aug 2016 - Present
    Shelton, Connecticut
    401k Plan Advisor
    View
  • Self Employed
    Financial Advisor
    Self Employed Jun 2010 - Aug 2016
    Ct Ny
  • Principal Financial Group
    Wholesaler
    Principal Financial Group Jul 1998 - Jun 2010
    Nyc
    View
  • John Hancock Financial Services
    Financial Associate
    John Hancock Financial Services Jun 1995 - Jun 1998
    Ct
    View

Robert Lockery, Aif Skills

Employee Benefits 401 Retirement Savings Plans Retirement Planning Leadership

Robert Lockery, Aif Education Details

  • Graduate Southern Connecticut State University
    Graduate Southern Connecticut State University
    Business/Corporate Communications

Frequently Asked Questions about Robert Lockery, Aif

What company does Robert Lockery, Aif work for?

Robert Lockery, Aif works for Coastline Wealth Management

What is Robert Lockery, Aif's role at the current company?

Robert Lockery, Aif's current role is Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor |.

What is Robert Lockery, Aif's email address?

Robert Lockery, Aif's email address is lo****@****ail.com

What is Robert Lockery, Aif's direct phone number?

Robert Lockery, Aif's direct phone number is +120364*****

What schools did Robert Lockery, Aif attend?

Robert Lockery, Aif attended Graduate Southern Connecticut State University.

What are some of Robert Lockery, Aif's interests?

Robert Lockery, Aif has interest in Outdoor Activities.

What skills is Robert Lockery, Aif known for?

Robert Lockery, Aif has skills like Employee Benefits, 401 Retirement Savings Plans, Retirement Planning, Leadership.

Who are Robert Lockery, Aif's colleagues?

Robert Lockery, Aif's colleagues are Patricia Cassella Smagin, Myra Naveed, Robert Iannaccone, Michael Taggart, Janet Thogersen, Russel Sands, Dianne Pagani.

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