Hello I am Bob Mulé.
For more than 30 years I have been offering my clients useful information and guidance to aid them in making good decisions about financial challenges they have faced in their life.
Your success is our primary focus and we will provide unbiased opinions that are designed to achieve lasting and long-term results.
Throughout my career, I have provided financial services to clients and businesses from senior executives of major corporations to a large group of people with diverse life experiences. Prior to 2002, my experience included: Accountant and owner of a successful financial consulting firm which I merged with American Express Tax and Business Services in 1996 where I gained invaluable experience providing critical services and solutions to both individuals and businesses.
My goal is to help you reach your financial goals by removing uncertainty and by adding clarity to your financial future. I am excited to begin this process with you to address your challenges, goals and wishes so we can develop a plan that will relieve your financial stress and help you to reach your goals.
To deliver real value to my clients utilizing my professional expertise, knowledge and experience to implement practical financial solutions that can be realistically applied to each unique situation.
- Extraordinary Service
- Innovative Ideas
- Creative Concepts
- Contemporary Products
- Strategic Goals
- Practical Approaches Realistically Applied
On September 11, 2001 - I was on one of the last planes to take off from JFK for a day trip to Boston, Logan Int’l airport. As we ascended the NYC skyline we saw the explosion of One World Trade Center from the air. My first thoughts were of all the people who were directly affected by this horrifying event, of my family, my friends and my co-workers that were working in Two World Trade Center that day.
After this day, I realized that many people had spent their entire lives building their companies and/or careers but they didn’t spend time building their own financial future and security. This limited their options to make the life style changes.
Then, I vowed to make a difference in people’s lives by dedicating my professional life to provide real-life financial solutions for my clients who are trying to reclaim their lives and, balance the challenges of building wealth, providing funding for life events or carrying out their dreams.