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Personal Financial Solutions
Robert J. Mallin, DDS, CFP

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Robert J. Mallin, DDS, CFP
Certified Financial Planner
Registered Investment Advisor

Mail
PO Box 662
Oldwick, NJ 08858

Telephone
(732) 549-6060
(908) 439-9948

Fax:
(908) 439-9949

Email

    ** Services **

Robert J. Mallin, DDS, CFP and Personal Financial Solutions offer financial planning services to the general public.

Bob is paid by fee only. He earns no commissions or referral fees from other professionals. The client is the only one who pays Bob's fee. This approach differs from a commission-based broker who must sell a product to earn his living.

Specific services offered include:

Complete financial plans

Targeted planning for specific goals

Assistance in the selection of investments

College planning

Retirement planning

Goal setting

Monitoring of plan

Second opinions

For more information, take a look at my Frequently Asked Questions, which provides some answers to common questions.

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Copyright 2003 Bob Mallin