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Mecca On Money

Independent, Unbiased Advice You Can Trust

Integrity  -  Trust  -  Passion

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. Media Interviews.......constant resource and often quoted in the media
  7. Author.......written numerous articles for financial magazines
  8. Specific Recommendations.......state precisely what to buy, sell, and hold
  9. Separate accounts.......each client strategy is personally customized
  10. Trust & Integrity.......most business comes from satisfied referrals
  11. Code of ethics.......we subscribe to a stringent code of ethics
  12. Communication.......we keep each client continually informed
  13. Strong Work Ethic.......days, evenings, Saturdays, and Sundays
  14. Competitive Fee.......typically a fraction of other advisor fees
  15. Savings.......clients do not pay fund loads through our discount broker
  16. Payback.......we demonstrate payback or we won’t be your partner
  17. Commitment.......we are committed to our clients' needs
  18. Long Run.......we’re proud to serve satisfied clients for 23 years
  19. 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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