Robert L. Bush, CLU, ChFC

Registered Representative, Investment Advisor Representative

Phone: 609.645.3900
Fax: 609.646.4642

Bob has been an advisor for over 41 years.  Formerly a “Drexel University Engineer,” Bob received an MBA degree from Temple University in 1971.  He has a diversified business background, having previously worked in the food industry, serving customers in the deli business, the Army Corps. of Engineers as a Civil Engineer, Ingersoll Rand as a pump and compressor Sales Application Engineer, Philco-Ford Company and then General Electric Company as a Quality Control Engineer. 

As a result of this training and experience, he is able to understand the personal needs of many different individuals and businesses. His expertise is in Business Planning for Business Owners. He works comfortably with clients in many industries and professions, as well as with other advisors, such as Accountants, Attorneys, and Property Casualty insurers. 

Bob best enjoys developing “tax advantaged” plans to meet the needs of his clients. He provides the service to help protect families and businesses in the event of premature death. 

He  specializes in the design, implementation and servicing of many different types of Qualified Retirement Plans, such as  IRA’s,  Profit Sharing Plans,  401K Plans, Pension Plans, as well as the more “tax advantaged” “Cross Tested Plans.”

Along with that, he manages the investment accounts for over 500 clients, utilizing sophisticated money management techniques to maximize long-term return, while minimizing overall risk.

Since 1971, Bob has been marketing and servicing Group Medical and Dental Insurance Plans, Personal, Estate, and Corporate Life Insurance, Disability Income Benefits, and Long Term Care insurance. 

Bob’s hobby and pleasure outlet is boating, which he has been doing for over 25 years.  He currently keeps “Turangalila,” a Neptunus motor yacht, in Hilton Head Island, SC in Summer and Miami Beach in winter. He is a member of many Boating Clubs as well as Professional Organizations.  

New ideas and a  lot of continuing education with the experts of our industry, as well as an appreciative clienteles, has been the key to his continuous success.