Rob Black Email & Phone Number

You worked hard to save for your future and you deserve an advisor who will work just as hard.My portfolio management services are based in economic analysis and thorough due diligence on the investments I recommend. I go beyond traditional daily liquid vehicles, such as mutual funds and etf's, to find vehicles suitable for the unique needs of each investor. My clients range from young, highly motivated savers, to accredited, or qualified investors who are ready to plan for their best lives in retirement. I employ tax-aware execution and assist with implementing estate plans, for the efficient transfer of assets to your next generation and beyond.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC to residents of CO, DE, FL, GA, KS, MD, MA, NJ, NC, OH, PA, RI, SC, TN, TX and VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. TAG Advisors and Cambridge are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Listed skills include Wealth Management, Alternative Investments, Series 7, Mutual Funds, and 11 others.

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  The Ohio State University

  Finance, Business