Robert Teofilo

Financial Advisor

Bob has been a Financial Advisor full time since 1979. His primary role for these many years has been to help his clients navigate through the many challenges of their financial future. The philosophy that Bob has worked with since the very beginning is that, “If you always work with the client’s best interest at heart, everything else takes care of itself.” He considers it an honor to serve his clients and takes their trust in him very seriously.

Together with his wife Kathy, Bob has nine children and two grandchildren. Bob considers himself very blessed and feels an obligation to offer as much time as he can to volunteer, as all his family does, to numerous church and school organizations.