Planned Results, Inc.
231 Walton Street, Suite 102
Syracuse, NY 13202
Contact InformationO: (315) 422-7096
F: (315) 422-7424
Robert F. Brunette, CLU, ChFC
Credentials / Proficiencies
- Bachelors of Science degree, Graduating Summa Cum Laude, Syracuse University
- Earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, Bryn Mawr, PA
Bob has taught "Retirement Planning and Employee Benefits" course, a Board Certified CFP program through Medaille College and Bryant & Stratton on six occasions. Bob has been a guest on "Financial Fitness with J. Daniel Pluff", and is also a member of the EstatePlanning Council of Central New York, has served on the council Board for several years and was President during the 2006-2007 year.
Business InformationBusiness Category: Financial Planning
Robert Brunette joined Planned Results, Inc, an independent firm in May 2005 as a Registered Investment Advisor representative. He concentrates his practice on financial planning for individuals, families and small business. Bob offers securities through Raymond James Financial Services, Inc, Member FINRA/SIPC.
Prior to joining Planned Results, Inc, Bob spent over 20 years providing employee benefit plans and products for small business, professionals and individuals, and has worked with over 400 businesses in this capacity.
Bob resides with his wife, Mary Ellen, in Fayetteville NY. He has 3 children, 2 grown and one in high school, is a golfer and seasonal ticket holder for Syracuse University football and basketball.
Independent financial planning, which may be partially or totally fee based. The first meeting is always free and fee options will be thoroughly explained prior to any billable services.