Planned Results, Inc.

Located in the Syracuse Inner Harbor
400 Spencer Street
Syracuse, NY 13204


Contact Information

O: (315) 422-7096
F: (315) 422-7424
E: rfbrunette@plannedresults.com
www.plannedresults.com

Robert F. Brunette, CLU, ChFC

Credentials / Proficiencies

Education

  • 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 Information

Business Category: Financial Planning

Consulting Specialty

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, is a golfer and an avid Syracuse sports fan.


Services Offered

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.