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Robert Strobel |
First Vice President - Investment Officer
Wells Fargo Advisors, LLC |
| 1752 Capital St. |
| Ste 100 |
| Elgin, IL 60124 |
| 847-841-7651 |
| 800-886-7410 |
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Personalizing Financial Strategies
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Honoring our relationship with you while taking the time to listen to your needs |
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Fully invested in your successes by creating a personalized investment plan |
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Together with you every step of the way when life happens |
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Areas of Focus: Wealth Accumulation/Wealth Preservation, Wealth Transfer |
With 20 years of experience in financial services, I am dedicated in helping individuals and families manage their financial needs by developing personalized investment plans around their long-term goals and risk tolerance. Life happens, and I will be there right alongside you offering guidance with financial and investment changes to help keep your portfolio on track to achieving your goals. I offer integrated financial strategies in the area of investment guidance, retirement planning, estate strategies, education funding and long-term care. With access to a wide array of resources, I can analyze your financial situation and recommend steps to help improve it.
Let me help the vision of your financial goals become your reality.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0711-2227 8/22/2011]. Investment and Insurance Products:
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.
Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
Only wealth managers with more than five years of experience in the financial services industry are considered.
The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
The Five Star award is not indicative of the wealth manager's future performance.
Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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Copyright 2012, Five Star Professional
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