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Conservative Wealth Preservation

Financial Planning · Wealth Management
Asset Preservation Strategies

“Conservative Wealth Preservation” is the wealth management philosophy of Robert J. Reby & Company, Inc., a leading investment and retirement planning firm based in Danbury, Connecticut.  “This philosophy is based on steady, patient and diversified investing. "  Robert J. Reby & Company was founded in 1985 with the objective to provide all of its clients high-level personalized financial advice and specific recommendations based on their needs, goals and desires.

Robert J. Reby & Co., Inc. was named one of America’s top financial advisors by Barron’s Magazine.  The firm was the #1 rated independent financial advisor in Southwestern Connecticut.*

RJR & Company Named "Best In Client Satisfaction" in the August 2009 issue of Westchester Magazine.  Please go to http://video.fivestarprofessional.com/weswm2009/robertreby to find out more about the rigorous research process and criteria used to select Robert J. Reby & Company, Inc. as a Five Star Wealth Manager.

 
*The ranking is based on both quantitative and qualitative criteria, such as client satisfaction, overall size of the practice, regulatory record and philanthropic work.  The research is independent and portfolio performance is not a factor.  These rankings may not be indicative of future performance.  Working with a high-ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results.  These rankings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.
*Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf