Conservative Wealth Preservation

Financial Planning • Wealth Management • Asset Protection 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.

Diversification does not assure a profit or protect against loss.

Named one of the top financial advisors in Connecticut by Connecticut Magazine in January, 2006, and again in January, 2008 —based on revenue, asset size, depth of experience, community involvement and, more importantly, on client satisfaction, among other criteria—Robert J. Reby & Company was founded in 1985 with the mission to provide all of its clients high-level personalized financial advice and specific recommendations based on their needs, goals and desires.

As an independent financial planning firm, Robert J. Reby & Company has access to a wide range of financial services and investment vehicles to best serve your needs. At Robert J. Reby & Company, your best interests come first. We strive to provide objective, unbiased advice about your finances.

Robert J. Reby & Company adheres to strict investment guidelines and endeavors to maintain the highest ethical standards in working with your portfolio. Choice conservative asset protection strategies*form the basis of our investment planning and retirement planning recommendations to you.

Investment advice is based on:

Robert J. Reby & Company offers you asset protection strategies* to help preserve your assets from the ravages of taxes and inflation.

By providing a variety of investment products including government, municipal and high grade corporate bonds, blue chip stocks, money market accounts, annuities and life insurance, Robert J. Reby & Company’s professional team ensures that your financial needs and goals are foremost.

From buying a first-time home to caring for parents in their golden years, Robert J. Reby & Company’s top financial advisors know how to plan your financial health.

One of the secrets of the firm’s success over the past 20+ years is its specialty in helping people from all walks of life retire well and retire only once. This important focus has become even more critical as markets drastically fluctuate, and many - living the good life - are surprised to find they must re-enter the job market once again.

While all investing carries risk, a conservative and highly personalized approach to investing is a philosophy we stand by.

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Community Involvement

Community involvement also separates Robert J. Reby & Company from the thundering crowd. Bob Reby founded the R.J. Reby Foundation, Inc., a not-for-profit organization that provides scholarships to local college-bound high school students and college students.

Robert J. Reby & Company, Inc. is located at 83 Wooster Heights, Danbury, Connecticut, and can be reached at 203-790-4949 or toll-free at 800-769-9963.  Click here for a map and location.

*Remember, all investors need to be aware that no investment plan or asset allocation strategy can eliminate the risk of fluctuating prices and uncertain returns. And diversification does not assure a profit or protect against loss.