C-2079-1739475100

Bob

Certification in Progress

CFP®

(781) 273-1400

ABOUT Bob

If you would like to learn more about who Bob is as a person please visit his website page - https://www.axialfg.com/team/bob-loporto/

Designations

CFP® - Certified Financial Planner

Qualifications

Bob has been a Wealth Management Consultant with Axial Financial since 2017. He brings over 2 decades of experience in the industry, having previously worked for Axial’s broker dealer, Commonwealth Financial Network.

Bob has built a specialized expertise in his field and proudly holds the following designations and licenses:

CERTIFIED FINANCIAL PLANNER™
National Social Security Advisor
Fellow Health Insurance Advanced Studies Specialist
Series 7, 66, and 24 registrations as an Investment Adviser Representative.

Licensed - Yes

License No - 5075212

License Type - Securites

Axial Financial Group

1 Van de Graaff Drive
Burlington, MA 01803
P: (781) 273-1400
F:
www.axialfg.com/team/bob-loporto/

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management

Meetings Offered

My Office
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends

Disclosures
Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org/ https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Address: 1 Van De Graaff Drive, Suite 500, Burlington, MA 01803. Phone: 781-273-1400