Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Financial Education, Estate Planning.
Robert Sturges’ mission is creating and maintaining long term, valued relationships with his clients based on his education, ethics, professionalism, and a caring attitude. He assists clients, individuals, and businesses in achieving personal financial independence and security by providing quality solutions, sound professional financial guidance and a wide variety of products and services.
His main focus is working with business owners and executives to structure comprehensive employee benefit plans based upon the company and their employees’ needs. Education has always been important to Robert. As a graduate of St. Joseph’s College with a Bachelor of Arts degree in Business Administration, he serves as President of the Alumni Association Executive Board at St. Joseph’s College. Robert has also achieved his designations of LUTCF (Life Underwriter Training Council Fellow) from the American College and CLTC (Certification for Long Term Care). He currently resides in Miller Place and enjoys golf, basketball, volleyball, and exercising.
Robert advises individuals and businesses in the following areas:
- Retirement Planning Education Funding Strategies
- 401K Plans
- IRAs / Roth IRAs
- 403(b) / TSA
- Estate Conservation Strategies
- Mortgage Protection (through life and disability income insurance)
- Life Insurance
- Disability Income Protection
- Long Term Care
- Asset Management Accounts
- Mutual Funds
- Brokerage Accounts
- Employee Benefits
- Business Planning and Executive Benefits
- Health Insurance
I am licensed to sell Insurance Products in the following jurisdictions:
California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Utah
I am licensed to sell Securities Products in the following jurisdictions:
California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Utah
Robert (Rob) Sturges LUTCF®, CLTC, Hauppauge, NY, CA Insurance Lic.# 0k08768
CRN202409-815347