Robert N. Loss

President / Senior Advisor at The Amwell Agency, Inc.

Hillsborough, New Jersey

Quick Answer

Robert N. Loss, President / Senior Advisor, is a licensed independent financial professional at The Amwell Agency, Inc. in Hillsborough, New Jersey with 30+ years of experience. Specializing in Retirement Income Planning, Wealth Transfer & Legacy Planning, Life insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Robert N. Loss in Hillsborough, New Jersey

Phone: 908-359-2861

Email: [email protected]

Website: https://www.amwellagency.com/

Areas of Expertise in Hillsborough, New Jersey

Retirement Income PlanningWealth Transfer & Legacy PlanningLife insuranceFixed AnnuitiesLife InsuranceAnnuitiesIndexed AnnuitiesEstate PlanningLong Term Care PlanningTax PlanningSocial Security PlanningCollege Savings PlanningWealth Management

About Robert N. Loss — Hillsborough, New Jersey

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

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 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 regularly part...

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Frequently Asked Questions About Robert N. Loss & Financial Advisors in Hillsborough, New Jersey

What services does Robert N. Loss offer?

Robert N. Loss at The Amwell Agency, Inc. offers Retirement Income Planning, Wealth Transfer & Legacy Planning, Life insurance in Hillsborough, New Jersey. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is Robert N. Loss SafeMoney Certified?

Yes, Robert N. Loss is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.