About Us

We are committed to our clients.

Since 1975, Bob McIntosh has been developing innovative and practical strategies to help our clients achieve financial growth and security. Our variety of services and expertise reflect today’s changing personal and business environments.

We strive to exceed clients’ expectations.

What You Can Expect From Us…

  • A relationship built on maintaining your trust and confidence.
  • Assistance to determine your financial goals and objectives in order to create a personalized plan to meet your financial needs.
  • Individualized, personal and customer-focused service.
  • Client service from qualified, capable and caring people.
  • Financial security through a planning process that incorporates risk management and diversification.