WEALTH ADVISORY GROUP PLANNING SPECIALISTS

Bruce Rothbard, CLU® | ChFC®

Bruce Rothbard, CLU® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: |

Phone: 973.216.3713
Fax:214.210.5998

Bruce Rothbard provides sophisticated, client-tailored, tax efficient estate, asset protection, business succession and charitable planning strategies to the high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their financial advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected practitioners.

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