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.
Former IRS District Counsel

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.