Robert Clore Email and Phone Number

What we doThe Clore-Kelly Group oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, business owners and non-profit organizations in the Capital Region and around the country. We believe in providing holistic education for our clients to help them make better decisions about their financial affairs.Our goal is to help our clients simplify their financial lives. We coordinate our efforts with clients’ outside advisors including attorneys and tax professionals as well as insurance professionals within our affiliate firms.How we do itWe add value to our clients with our approach, where investment management is driven by our strategic and disciplined wealth planning process. Through the articulation and pursuit of our clients’ short-term, intermediate, and long-term goals, we can implement that process. You should connect with me and our team if:1. You are currently retired or are near retirement and are seeking a retirement income plan.2. Are in the process of or are considering divorce and are looking for a new, professional relationship with an advisor.3. Are dissatisfied with your current advisor and would like a second opinion.4. Are a nonprofit organization considering a Request For Proposal for your current investment portfolio.5. Are a business owner or executive looking for effective, professional financial advice and guidance. I have focused my process in wealth strategies and investment management for families and institutions. I enjoy taking on an active role in our community. I serve on the Board of Directors for the Center of Disability Services, am Chairman of the Endowment Investment Committee, member of the Audit Committee, and in 2012 I was awarded the Friendship Circle Leadership Award. I love outdoor activities; splitting my free time between cycling, hiking, snow showing, golf, yoga, and spending time with my family.