Bob Loss, Owner of The Amwell Agency, 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 regularly participates in community clothing and food drives, and consistently provides support to his local police and fire departments and rescue squad. He is also a founder and chairman of a charity golf outing which helps raise money for families with special needs children.
Bob treats each of his clients as if they were members of his family. It is his priority to help his clients safely accrue and protect their assets. His clients’ trust is quickly earned as a result of his honesty and genuine character. He educates clients, helps them find the funds within their budget to make their goals possible. He helps each client create a personalized plan and then keeps them on track to get the most out of it.
Bob finds it extremely rewarding when a client discovers they can safely grow their money. He will quickly show you how to live for today, while planning for tomorrow!