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About Robert N. Loss — Hillsborough, New Jersey
Bob Loss, Owner of The Amwell Agency serving clients in Hillsborough, New Jersey, helps his clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security.
Bob has put his clients on track to building millions of dollars in additional wealth they would not have had otherwise through safe, financial strategies. That's why his clients think of him as their "secret weapon," helping them build and safeguard their wealth.
Bob has been providing insurance service and protecting his clients' assets for over 30 years. As a member of the National Association of Life Underwriters, he has also been awarded the National Quality Award several years in a row.
Bob lives in the Flemington area with his wife Beverly and their two teenage children, Allison and Daniel. When Bob's not working, you will more than likely find him spending time with his family, exercising, or squeezing in a few rounds of golf.
Bob is active within his community – he regula...
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Frequently Asked Questions About Financial Advisors in Hillsborough, New Jersey
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.