Advantages of Partnering with
Robert A. Mecca & Associates, LLC

1. Independent.......unbiased advice - not an agent of a company 
2. Certified.......fully qualified credentials as a CFP in good standing (an estimated 12% of advisors are Certified)
3. Fee-Only.......no products sold – the client’s interest is priority
4. Teacher.......ability to communicate complex issues in terms understood (teach investment & finance classes for 22 years)
5. Experience.......35+ years finance and portfolio investment management 
6. America's Top Financial Planner.......selected three consecutive years by Consumers' Research Council of America
7. Media Interviews.......constant resource and often quoted in the media
8. Author.......written numerous articles for financial magazines
9. Specific Recommendations.......state precisely what to buy, sell, and hold
10. Separate accounts.......each client strategy is personally customized
11. Trust & Integrity.......most business comes from satisfied referrals
12. Code of ethics.......we subscribe to a stringent code of ethics
13. Communication.......we keep each client continually informed
14. Strong Work Ethic.......days, evenings, Saturdays, and Sundays
15. Competitive Fee.......typically a fraction of other advisor fees
16. Savings.......clients do not pay fund loads through our discount broker
17. Payback.......we demonstrate payback or we won’t be your partner
18. Commitment.......we are committed to our clients' needs
19. Long Run.......we’re proud to serve satisfied clients for 23 years
20. Passion.......we have a passion to help clients succeed and move towards financial security

Is a Partnership Right for You?

Contact us and talk with Bob Mecca about your individual reasons for seeking a financial expert. We know that the best decision for you is an informed decision.

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