Advantages of Partnering with
Robert A. Mecca & Associates, LLC

1. Independent.......unbiased, not an agent of a company representing products
2. Certified.......fully qualified credentials as a CFP in good standing (only about 10% of advisors are Certified)
3. Fee-Only.......no products sold – the client’s interest is placed first (only 1 in 100 are Certified, Independent, and Fee-Only)
4. Teacher.......ability to communicate complex issues in terms understood (teach investment & finance classes for 22 years)
5. Experience.......35+ years finance and portfolio investment management 
6. America's Top Financial Planner.......nominated for two consecutive years by Consumers' Research Council of America
7. Media Interviews.......constant resource and often quoted
8. Author.......written numerous articles for financial magazines
9. Specific Recommendations.......state precisely what to buy, sell, and hold
10. Separate accounts.......each client portfolio is personalized
11. Trust & Integrity.......most business comes from referrals
12. Code of ethics.......we subscribe to a stringent code of ethics
13. Communication.......we keep each client continually informed (our follow up is outstanding)
14. Strong Work Ethic.......days, evenings, Saturdays, and Sundays
15. Competitive Fee.......typically a fraction of other advisor fees
16. Savings.......clients don't pay fund loads through our discount broker
17. Payback.......we demonstrate payback or we won’t be your partner
18. Commitment.......we are committed to our clients' needs
19. Long Run.......we’re proud to serve satisfied clients for 22+ years
20. Passion.......we have a passion to see our clients succeed

Is a Partnership Right for You?

Contact us and talk with Bob Mecca about your individual reasons for seeking a financial expert. We know that the best decision for you is an informed decision.

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