Broker Check

Client Testimonials

What Clients Are Saying

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.


Regarding Bob Cannella:

My wife and I are close to retirement, and we consider ourselves very lucky to have Bob as our Financial Advisor. 

Bob has always made us feel that he sincerely cares about our finances and his advice and good counsel always goes above and beyond the immediate question at hand. Another thing about Bob Cannella is his incredible patience with us in explaining the details and pros and cons of the various choices we have, given the funds available to us.  Our annuities have various subtleties which are not always readily understood by the layman.

There is never any reluctance on Bob’s part to explain things to us which we might have covered previously. If Bob is not sure we fully understand an issue, he will most politely and patiently give us as much time as possible to make sure we do fully understand.

Also, Bob never attempts to sell us a financial product or give us “the rush” to purchase a particular product simply because he has us as a kind of “captive audience” primed for something in his inventory.  He will freely suggest an approach to our finances which does not necessarily inure to his benefit by way of commissions or fees. Regardless of the fact that a particular recommendation may not yield him a commission, if he has something we should consider, it does not stop him from advising us to go in a particular direction as long as it is in our best interests.

We highly recommend Bob. He takes away all the uncertainty about navigating in the financial world and is a genuinely wonderful person. 

Steven M.
U.S. Federal Tax Attorney,
IRS District Counsel, retired.

This statement is a testimonial by a client of the financial professional as of 09/21/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


Bob has been my good friend and financial advisor for over 20 years. He has absolutely been instrumental in helping me pursue my financial independence and freedom from financial worry long before I decided to retire from regular work. Bob has taught me firsthand that it is not how much money you earn but how you invest your earnings and savings that determine your long-term financial health and wealth. And this starts with having a good financial advisor; and Bob Cannella is the best!

Bob has extensive experience and knowledge in all aspects of the financial markets, investments, and money managers. Bob is constantly providing his insights on the markets via email updates. I find this especially helpful during periods of uncertainty and market volatility, to calm fears when emotions tend to rule. Bob and I discuss my portfolio performance typically once every quarter comparing the various investments against the benchmarks and discuss any small or big tweaks that may be needed. More than anything, Bob has helped me to stay focused on the fundamentals instead of reacting on impulse and emotion.

Bob is always available to help me in most any situation involving financial decisions, and with his industry experience (or connections) he has been able to refer me to excellent resources to help with providing solution options and/or strategies in other areas. Besides my investments, Bob has advised and helped me with excellent choices for life insurance, long-term health care, securing an equity line of credit for building my retirement home among many other things that have made a difference. Based on our long-term financial relationship and everything that Bob has done for me and my family as we pursued our financial goals, I can say without hesitation that I trust Bob implicitly and happily recommend him to anyone looking for help with financial planning for building their wealth.

Z.M.
Chief Product Officer, medical products
Motorola Fellow & VP, retired.

This statement is a testimonial by a client of the financial professional as of 12/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.