RBS&A is a full service investmen advisory and financial planning firm
Robert B. Sanders & Associates, LLC is a full- service investment advisory firm
dedicated to helping clients achieve their financial goals. We work in an independent,
conflict- free advisory environment that enables us to leverage the talent, technology
and research expertise of several of the nation’s most successful investment service
providers to offer our clients a broad range of services that meet even the most
complex needs.
Keywords: Investments, Financial Planning, Registered Investment Advisor, RIA, Estate Planning,
Interview Q&A
How long have you been in business?
Robert B. Sanders & Associates, LLC has been in business for 13 years, however, Robert B. Sanders has been in the investment advisory business for over 30 years.
What is your primary product or service?
Investment Advisory Services, specializing in assisting moderate and high income individuals and corporations manage their assets as well as providing financial planning services and activities.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I first became interested in the investment advisory services sector of the economy when I was legal counsel for a pension advisory firm and was asked by a number of clients to manage their pension portfolios. That was in 1980. Thereafter, I began providing investment services to a large group of clients who also sought financial planning assistance. I have been involved in this process for over 30 hears with a large variety of individual and corporate clients.
How do you differentiate yourself from other businesses in your category and area?
Since the very beginning of my career I have practiced in a fee only environment. I am not commission oriented and have found that when my personal financial success is dependent upon how well I provide services and performance for my clients, it is a win, win situation.
How many locations do you have and do you have plans to expand?
I have only one office located in Pepper Pike, Ohio and have no plans to expand to other facilities at this time.
Provide detailed directions to your location
We are located in Pepper Pike, Ohio at 29425 Chagrin Boulevard, Suite 311, Pepper Pike, Ohio 44122. Phone number (216) 278-0800, email address: http://www.robertsanders-advisors.com/.
What type of payments do you accept?
All payments are cash only.
Which areas do you service?
We service all areas of the financial services spectrum.`
Who owns your company or runs daily operations?
The firm is run and owned by Robert B. Sanders
What are your hours of operation?
We are open 5 days per week from 8:30am until 5:00pm and by special appointment during weekday evenings and on the weekends.
What is the best compliment anyone can give you?
Bob .. you have handled our finances and answered all of our questions as if you were a member of our family. We truly appreciate all of the time and effort that you have put forward on our behalf.
What is your favorite quote or Bible verse?
"No man is an island unto himself ..." John Donne
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