Bob has been professionally connected with the company in a variety of ways. Since 2001, Bob has worked with Eric and the team to create custom-designed strategies for our clients that bring them the comfort and confidence they deserve as they enter retirement.
Bob earned his degree in finance and insurance from the University of Connecticut and immediately began his career as a life insurance agent. In addition, Bob earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania.
Bob states, “My goal and my desire has always been to help people. In my career, I have always strived to treat and plan for people the way I would want a professional to treat and plan for my family and myself.”
Since 1980, Bob has coached youth and high school soccer and has joyfully volunteered in many capacities at church and in the Jacksonville community. Bob lives in Jacksonville with his wife, Marion, and is blessed with four children and ten grandchildren.
Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal, or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor, attorney, or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.
Sam Magdalein: Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company/Heyday Retirement are unaffiliated entities.