LPL Financial, The Office of Rob Dale, CFP - Melbourne, Florida

LPL Financial, The Office of Rob Dale, CFP

LPL Financial, the office of Rob Dale, CFP is a reputable financial planning firm located in Melbourne, Florida. With a strong focus on providing personalized financial advice, they cater to a wide range of clients, from individuals to businesses.

The firm specializes in financial planning, financial consulting, insurance brokerage, investment services, and stock brokerage. Their expertise spans various financial aspects, including retirement planning, wealth management, estate planning, and risk management.

Address: 7331 Office Park Pl STE 300, Melbourne, FL 32940

Phone: 12546404

Website: spacecoastfinancial.com

Specialties: Financial planner, Financial consultant, Insurance broker, Investment service, Stock broker

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 5 reviews on Google My Business.

Average opinion: 4.2/5

LPL Financial, The Office of Rob Dale, CFP is committed to building long-term relationships with their clients, offering personalized strategies to help them achieve their financial goals. Their team of experienced professionals works closely with clients to understand their unique financial situations and provide tailored solutions.

The firm's dedication to client service, combined with their expertise in various financial areas, sets them apart in the industry. They strive to educate their clients about financial matters, empowering them to make informed decisions about their money.

Characteristics and Recommendations:

• Personalized financial planning services tailored to individual needs
• Expertise in a wide range of financial areas, including investments, insurance, and retirement planning
• Commitment to education and helping clients make informed financial decisions
• Accessibility and accommodations for clients with disabilities
• Appointment recommended for personalized service

For those seeking a trusted financial advisor in Melbourne, Florida, LPL Financial, The Office of Rob Dale, CFP is an excellent choice. Their combination of expertise, personalized service, and commitment to client education make them a top-rated financial planning firm in the area.

👍 Reviews of LPL Financial, The Office of Rob Dale, CFP

Mary O.

5/5

Rob was referred to my husband and I more than ten years ago by one of his current clients. They spoke so highly of Rob and what he had been able to do for them that we decided to give him a call. He did not disappoint.

We were a military family, busy raising children and building up a business. We were just beginning to make some good money, but we were not seeing the road to retirement. He was able to identify some areas where we could save a little and explained various financial strategies that set us on the right course to retirement. Anytime that we had questions about our plan, Rob was always available to discuss it with us. He's knowledgeable, personable and trustworthy.

Over the years, Rob advised me during some difficult times and I have been truly thankful for his sage advise. With Rob's help, I am looking forward to a bright financial retirement.

madguppy2

5/5

I have had Rob as my financial adviser for over 15 years. It was because of him, that I was able to start my own business without any involvement from the banks. Rob has always been proactive during any financial crisis and kept me apprised of the market conditions. Another testament to his integrity is never once trying to delay my withdrawal of funds...he would always show me choices and let me take my own path. I look forward to the day when I can start investing with him again...until then, I will settle for our friendly chats about Trump!

Paul D.

5/5

Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.

Jessica L.

1/5

After seeing some stellar reviews on here, I tried reaching out to schedule some time to review my own personal affairs. I tried calling- no answer and a full voicemail box. Followed up with 2 e-mails, both of which went unanswered.

Going to take a guess that these other reviews may have be conflicts of interest.

Stewart L. C.

5/5

Refreshing experience. No hard selling like you see alot of times with financial advisors. Not afraid to be honest, and won't sell you financial products you don't need.