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Robert Friedmar, CLTC®, MBA 

Title: Financial Planner, and Investment Advisor Representative


rfriedmar@mycoastalwealth.com

Office: (954) 625-1588




Focus: Insurance Strategies

Languages: English 

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual).


MY APPROACH

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.


YOUR FUTURE

Our first priority is helping you take care of  yourself  and  your  family.  We  want  to  learn  more  about  your  personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


SOLUTIONS THAT HAVE AN IMPACT

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.


Disclosure:

 

I am licensed to sell insurance in: fl

I am Licensed to Sell Securities In: Az, Fl, mi, oh, dc, nc, pa


Local firms are sales offices  of  Massachusetts Mutual Life  Insurance  Company (MassMutual),  Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800