Robert Gruber, CLU, ChFC
Gruber Insurance & Financial Services

2801 Long Rd.
Grand Island, NY 14072

Retirement Planning, Estate & Family Preservation


About Gruber Insurance & Financial Services

To work together with my clients so that they are prepared to face life's many challenges. To help them understand that their ability to produce income is their greatest asset and that they need to take steps to protect that asset as well as create a strategy for long term wealth accumulation.

14 Years of Experience


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General Information

Insurance License#:   802639
Name of Broker/Dealer:   GWN Securities, Inc.
States Licensed in:   NY, FL
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Annuities , Mutual Funds , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Life , Variable Annuity , Variable Life , Long Term Care
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Society of Financial Services Professionals


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 and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Based on Assets , Commissions



Disclaimer

Securities and Investment Advisory Services offered through GWN Securities, Inc. 11440 Jog Rd., Palm Beach Gardens, Fl. 33418, 561-472-2700. Member FINRA, SIPC.

Robert Gruber, CLU, ChFC

Robert Gruber, CLU, ChFC

CLUŽ, LUTCF, ChFC®