Bob Anderson

Bob Anderson, WMS


Financial Advisor/HFS


1515 Indian River Blvd., Suite A243

Vero Beach, FL  32960

Office:  (772) 978-0404

Toll Free: 1-877-323-3672 

Fax:  1-866-600-5891

Click here to check the background of this Financial Advisor

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Investment Philosophy

As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.


Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Client Bill of Rights