Robert Daniele

"Robert went to great lengths to explain his strategy.in how we could achieve our retirement financial goals. He was very patient in answering our questions and was happy to explain things numerous times.

We now feel confident with our retirement plans and have more clarity on our future."

"We went to see Robert about our finances as we transition to retirement. Robert is very patient with all our questions and concerns and takes the time to address them all. He is personable, respectful, and non-judgemental in his approach. We feel that he is being very transparent with management of our funds and are confident that we will be kept well informed with any developments. We are also confident that the advice that he has given is solid and well thought out, and we feel comfortable following his recommendations."

"Robert was always very punctual and very clear in his speaking to me. We loved how courteous and encouraging with his knowledge about financial services."

"I followed Robert from his previous position at Peoples Choice. I find Robert to be knowledgeable and has been a great asset in my transition to retirement."

"I found Robert to be an extremely helpful and personable young man.

His compassion and empathy to my current personal life, was outstanding. I have previously never experienced in the financial industry such a real listener. It was so refreshing to meet someone that saw the person not just the signature on the dotted line."

"My husband and I have had Robert as our Financial advisor for the last 2/3 years. From the time we met him at our first meeting we felt so comfortable talking to him. He explained everything in a simple manner that we could understand and has always kept us up to date as well as keeping in touch to see how we’re going. He has always given us the opportunity to ask questions at our meetings and has always made himself available if we have any queries after our meetings. We are very happy to recommend him to anyone else dealing with finances."

"Set up TTR with me and guided me ever step of the way. Changed employers and I followed him over. A pleasure to deal with and goes out of his way to help. Very satisfied with advice and service. Would and have recommended him to family and friends."

"We have been using Robert’s expertise as a financial adviser for over two years. Robert has taken the time to get to know us and understand our financial goals and has the ability to make financial information easy to understand. We have come to rely on his financial planning and analysis, and feel comfortable with our finances in his care. I have no hesitation in recommending his services."

"We have found Robert to be very helpful and his follow up is amazing. He has made us feel very confident and comfortable with his advice. Would highly recommend him."

"We went to see Robert as our super and insurance needed work, and Robert tailored both to suit our needs."