Robert B. Damon, CFP, ChFC, Vice President/ Principal: specializes in retirement financial planning and concerns. He offers a written personal financial plan at no charge based on an initial discussion of your hopes, dreams and timelines as well as estate issues. If after the plan is completed you decide to work with us, we can use any of several platforms that are either fee or commission based. United Financial Services does not offer any proprietary products, but can draw investments from a wide range of hundreds of products and services.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Bob also holds the following licenses and certifications: FINRA Series 7, Series 63, Series 24 and Series 65; Chartered Financial Consultant (ChFC); NYS Life, Health and Disability; and NYS Partnership for Long Term Care