• Robert J. Reby, CFP^® Named a Top Financial Advisor in Connecticut Magazine

  Danbury, CT – Robert J. Reby, CFP® founder and CEO of Danbury-based Robert J. Reby & Company, Inc. has for the second time been named one of the State’s top financial advisors by Connecticut Magazine.  As was the case in 2006, he was the only advisor in the list of 50 named from Southwestern Connecticut and the  top independent financial advisor.  Robert J. Reby & Company, Inc. is a conservative wealth preservation firm predominantly serving the Tri-State area.  

  The selection system was developed by R.J. Shook, a well-known evaluator of the nation’s top financial advisors and author of The Winner’s Circle® series of books reporting on top financial practices.  Connecticut’s leading financial advisors were compiled from Shook’s list of over 7,000 financial advisors for the entire country.  From this list of individuals, customer satisfaction, client retention, compliance records, as well as assets under management and revenues were used to cull down the list.  Remaining candidates filled out an extensive questionnaire and were interviewed before being selected.  Says Shook, “We’ve gone to Connecticut two or three times to interview candidates.  Before putting them on the list, it’s important to sit down with them just as an investor would.” 

  An objective ratings system is a good starting point according to Shook and especially important now because of the turbulence in the U.S. economy and financial markets since the middle of last year.  He encourages clients to screen several top advisors and select one with an approach that suits their goals and needs, one with whom they feel a sense of rapport and trust.

  Robert J. Reby & Company, Inc.  is an SEC  registered investment advisor specializing in conservative wealth preservation and lifestyle continuation.  The firm is located at 83 Wooster Heights, Danbury, CT – phone # 203-790-4949 – http://www.robertreby.com.  Securities are offered through Royal Alliance Associates, Inc., a registered broker-dealer – member FINRA/SIPC.

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   Bob Reby has written a three-part series on financial planning in the post pension era published in the Fairfield County Business Journal and the Westchester County Business Journal.  Part 1 of the series introduces 5 keys to lifestyle continuation.  Part 2 provides a framework for estimating the expense to income gap. Part 3 offers 6 ideas for generating and protecting lifetime income for lifestyle continuation

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  Good Morning Connecticut - WTNH-TV (ABC affiliate)
  Monthly
  
  Bob is a frequent personal finance commentator on Good Morning Connecticut, which can be seen WTNH-TV (an ABC-Network affiliate) based in New Haven, Connecticut. Check your local listings.
  
  Channel 8 WTNH Connecticut
  April 8, 2006
  “Last Minute Tax Tips” from Robert Reby
  
  http://www.wtnh.com/Global/story.asp?s=4743744 †

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  Fairfield County Times
  March 2006
  John Tursiello
  “Independence Streak”
  
  “Because of the Baby Boomer generation there is more wealth resulting from inheritances these days. You really don’t have to convince people as much as you used to that they need professional financial planning advice,” says Robert J. Reby, a Certified Financial Planner^™ in Danbury, CT. “A lot of what we do is take people who are in transition and manage and protect their assets for themselves and for their families.”
  
  http://www.zwire.com/site/news.cfm... †

  
  

   

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  Connecticut Magazine names Robert J. Reby & Company, Inc. one of Connecticut’s Top Financial Advisors
  Top Guns
  Ray Bendici
  January 2006
  
  Robert J. Reby & Company was the only financial advisor firm Connecticut Magazine named from southwestern Connecticut. Bob Reby is one of two financial advisors in the top dozen serving clients having assets between $500,000 and $1 million as well as clients having assets in excess of $1 million.
  
  Robert J. Reby & Company, Inc., was selected based on revenue and asset size and, among other criteria, client satisfaction, depth of experience and community involvement.
  Read the entire Connecticut Magazine article. †

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  Fairfield County Business Journal named Robert J. Reby & Company the #1 Financial Planner in Fairfield County. The ranking was based on the number of financial planners on staff.
  
  Fairfield County Business Journal
  January 16, 2006
  Bob Chuvala
  "Leaving the National Spotlight to Build a Local Business"
  In this article, Bob Reby reinforces the Reby team’s business philosophy: “Our competitive edge is that we care about the family we're serving and consistently demonstrate that we care.”
  
  Read the article here. †

  
  

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  The Danbury Hospital Development Fund named Bob Reby to its Foundation Board. “We are honored to welcome Robert J. Reby, who has dedicated his career to helping others achieve their financial and educational goals, while demonstrating outstanding service to his community,” said Gerard D. Robilotti, president of the Danbury Hospital Development Fund.
  
  To read more about the Danbury Hospital Development Fund, click here. †

• October 6, 2005
  Robert J. Reby & Company Day
  er Excellency M. Jodi Rell, the Governor of the State of Connecticut, proclaimed October 6, 2005, to be Robert J. Reby & Company Day on the occasion of our 20th corporate anniversary celebration.
  
  Click here to see pictures from the Robert J. Reby & Company 20th Anniversary party. †

  
  

More News

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  BusinessWeek©
  July 25, 2005 “Does a Roth 401(k) Fit Your Future?”
  Bob comments on the introduction of the new Roth 401(k) and the benefits it has to offer.
  

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  The Ridgefield Press
  The Ridgefield Press notes that “Reby marks 20 years of financial advice” and discusses Bob Reby’s philosophy of conservative wealth preservation.
  Read the full article here. †

  
  

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  Consumer Reports Money Advisor Newsletter
  December, 2005
  "Avoiding IRA Withdrawal Pains"
  
  Bob Reby is quoted saying, “If you are at the phase where you have to take a required minimum distribution, I’m of the philosophy that you should take and spend that first...and turn off the income spigot from your portfolio.”
  
  Find out more about Consumer Reports Money Advisor. †

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  Wall $treet Week with Fortune
  March 3, 2003 October 20, 2005
  “Resolve To Shape Up Your Finances”
  “Getting your personal finances in shape is a realistic goal. By making small, incremental changes, you can pump up your finances without breaking a sweat. Investing for retirement: If you are already retired, take advantage of lower mandatory withdrawals from your IRA. Retirees over age 70-1/2 are required to withdraw a minimum amount from their IRAs every year and pay taxes on the distribution,” says Robert Reby, a Certified Financial Planner™ in Danbury, CT.

† Links disclaimer: If you click on a link that takes you out of the Robert J. Reby Web site, we’re not responsible for any investment or other financial planning advice you may receive at the linked site. Proceed at your own risk!

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