Robert L Duffy
Robert L Duffy
Registered Representative
(304) 455-4029 Ext. 1822
178 N State Route 2
New Martinsville, WV 26155
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My Background

According to the American Savings Education Council, most Americans spend more time planning for a two-week vacation than planning for retirement!

Helping clients reach their retirement goals is my primary objective. There are many options for your retirement but the first step is developing a strategy. As a financial services representative located at Bayer Heritage Federal Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Do you have the right balance and mix of investments? Are your financial expectations realistic?

Over the last several years, through workshops and personal interviews, I've helped a great number of clients create a strategy to help reach three key financial goals: 1) wealth accumulation during their working years, 2) security and independence in their retirement, and 3) transfer their assets in the most advantageous way. Specifically, I may be able to help you:

  • Retire more comfortably
  • Protect your assets and your financial future
  • Fund your children's or grandchildren's education

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

    

Professional Services
  • Wealth Management
  • Wealth Preservation
  • Education Funding
  • Investment Management
  • Financial Planning
  • Retirement Income Planning
  • Life Insurance Planning