LPL Financial, The Office of Rob Dale, CFP®
321-254-6404

Open hoursCLOSED NOW - Opens at 9:30am

7331 Office Park Pl Ste #300, Melbourne, FL 32940

I do my best to improve my client’s future quality of life. This means treating each client individually, since every client has a unique set of circumstances. I pattern my financial advice to match each individual’s goals.

More Business Info

Today is the Beginning of your Future...Plan Ahead

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Asset Allocation/Wealth Management
  • Retirement Planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Comprehensive Financial Planning
  • Employee Benefits (qualified plans, 401k plans)
  • Insurance (life/disability insurance)
  • ETFs, Stocks, Bonds, and Mutual Funds
  • Financial Planning
Payment method
no credit cards
Location
Near the Brevard Zoo, just off Murrell Road.
Neighborhood
Viera South
Amenities
NA
Accreditation

Robert Dale is a LPL Financial Advisor and a CERTIFIED FINANCIAL PLANNER TM practitioner.

Associations
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.Member FINRA/SIPC.
AKA

LPL Financial

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments