Bob Coffin

Bob Coffin loves meeting people and analyzing strategies to help them manage their wealth. "If I can't add value to someone's life financially, I won't work with them. It's all about helping people work towards the goal of increasing their wealth, and someday pass it on to their heirs tax efficiently."

As an Independent Financial Advisor, Bob is affiliated with Cambridge Investment Research, Inc. that offers a robust mix of services including state of the art technology. Bob regularly networks with bright and well-trained financial service professionals across the country.

Bob uses integrity, objectivity, and experience to help individuals and families pursue financial security. He thoroughly enjoys analyzing and understanding the big picture to ensure that all aspects of a client's financial life are coordinated effectively - Estate and Income Tax Reduction Strategies, Retirement Income Analysis, Asset Protection, Investment Allocations, Wealth Transfer, and Risk Management. He specializes in designing prudent strategies that aim to help reduce client income tax liability, offers strategies designed to increase their retirement income, work towards building their assets, and structure their estates to successfully retain wealth within the family through multiple generations.