RMT Wealth Management | Financial Advisor in Saddle Brook ,NJ

337 Market Street
Saddle Brook, NJ 07663

About

As you move to and through retirement, you want to know if your money is going to last. With all of the hype that the media creates you may often panic that you are making the wrong decisions or that your retirement could be in danger. At RMT Wealth Management, we are here to take an honest and unbiased look at your portfolio, to help you create your retirement goals, and then work with you to create a solid plan to help protect you against risk and get you to your goals.

We provide you with sound investment advice with an emphasis on tax efficiency to help you accumulate and distribute your assets in the most economical manner.

20 Years of Experience



General Information
Insurance License#:   9587890
Name of Broker/Dealer:   H Beck
States Licensed in:   NJ, NY, VA, PA, CA, AZ,
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Insurance , Mutual Funds , Bonds , Stocks , Annuities
I can meet clients in the following ways:   At your office , At my office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Health , Life , Variable Annuity , Long Term Care
Financial Organization Memberships:   American Institute of Certified Public Accountants (AICPA)


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   25000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1



FAQs

Robert Troyano

Robert Troyano

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM