Robert Boswell brought his corporate 20+ years experience in Information Technology (IT) to the Financial Industry in 2002.
His goal now is to apply disciplines of management, consulting and implementation of strategies learned in IT to a group of people who really need help today with retirement planning. The baby- boomer generation is one that Bob is part of and completely understands the wants, needs, and challenges of making sure their money last in a most tax efficient and protected manner. It's all about protection of assets and distribution of income Bob says and that's why along with his partner they present Retirement Planning Workshops at local colleges. Their workshops educate those to have an open mind on all the financial terminology and clarification of products and services that are available today. Quoting John Wooden, “It's what you learn after you know it all that really counts” is the rally cry for his workshops and his students/ clients.
Bob is a graduate of St. Josephs University, lifetime resident of Delaware County, still married to his high-school sweetheart, three children, 12 grandchildren and US Army veteran. His goal: to learn as much as I can as quickly as I can so I will be well prepared and overly qualified for his clients. A big proponent of education, Bob is currently pursing financial industry designations.
Hobbies: Yardwork, Roadbiking, Jersey Shore
I feel our agency is unique because we all care about helping each other's clients through information sharing and education. We're small enough to pay close attention to our clients, yet have the resources to provide big time solutions.
Favorite Quote: “If you want to go fast, go alone. If you want to go far, go together.” – African Proverb
Robert Boswell is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA, DE and NJ. Robert Boswell is insurance licensed in PA.