Written by: John DeRousie, Custom Marketing Solutions
OSWEGO, NY – Financial Consultant, Robert Rolfe has announced the formation of Harmony Financial Services.
A well respected professional, Rolfe, who has 19 years of experience working with area financial institutions, is excited to be opening his own office and looking forward to the challenges ahead.
“When I chose the name Harmony Financial Services I did so because the word harmony is very significant to me,” said Rolfe. “I highly value the relationships I have forged with my clients. I believe that the client and consultant working together in harmony is paramount to properly managing investments and insurance and the establishment of a mutually rewarding experience.”
According to Rolfe, the retention of his professional relationship with broker dealer Cadaret, Grant, & Co., Inc. offers him continued access to resources that afford him the ability to offer a complete range of financial products including: mutual funds, annuities, retirement income planning, long term care insurance, disability income insurance, college savings plans, 403Bs and TSAs, and more.
“With these resources at my disposal I am able to assist my clients in establishing a personalized portfolio that will help secure their financial future; be it their family life or their business life; and offer insightful recommendations as we work together towards their financial goals,” said Rolfe.
With the establishment of Harmony Financial Services Rolfe sees the possibility of unlimited growth for himself, and more importantly, his clients.
“This new venture allows me the opportunity to branch out a bit and do more with retirement planning and risk and asset management. I am totally committed to Harmony Financial Services and to providing my present and future clients with exceptional service that is second to none and assisting them in making financial decisions that will bring about a positive change and allow them to reach the financial goals they wish to achieve,” said Rolfe.
Rolfe added that he will soon be moving Harmony Financial Services from his home office at 25 Perry Hill Road in Oswego to a convenient new location, 31 E. First St. in downtown Oswego.
“The new location, which will open May 1, will offer plenty of parking, an inviting office space, and a comfortable atmosphere,” said Rolfe.
For more information on Harmony Financial Services contact Rolfe at 315-529-7265 or [email protected]