Broker Check

Utility Workers

Bob Sechrist

Are you focused on protecting your future? You need a financial professional whose analytical and interpersonal skills can help you balance your personal and professional goals as you plan for your future.
~ Bob Sechrist

About Bob Sechrist, CFP®, CRPS® MBA, CLTC

Bob Sechrist, Certified Financial Planner practitioner, works with affluent individuals and businesses to help them identify and achieve their financial objectives.

Bob earned a Bachelor of Science degree in electrical engineering from Gannon University and a Master of Business Administration degree from Kent State University. As a Chartered Retirement Plans SpecialistSM designee, Bob can help business owners establish and maintain an efficient retirement plan and ensure regular compliance within plan rules. His professional experience and background enables him to specialize in working with technical professionals and business owners and help them make financial decisions based on their unique needs and interests.

Bob is a member of the Financial Planning Association, Financial Services Institute, and the Lawrence Rotary Club.

Sechrist Financial Services
401 Andover Street
North Andover, Massachusetts 01845 Ph: 866.529.2100
www.sechristfinancial.com

Sechrist Financial Services

Sophisticated Advice with Balanced Insight

An Independent Firm Focused on You

Sechrist Financial Services is an independent financial services firm that believes financial guidance should be delivered with the individualized attention you deserve. We tailor financial plans to each individual as we keep your best interests in mind. We will partner with you to develop a financial plan that reflects your financial and retirement goals.

Retirement Planning

Sechrist Financial Services is a member of the Hanson McClain Retirement Network, a nationwide network of independent financial advisors specializing in retirement planning for telecom employees. We provide ongoing educational workshops and an exclusive retirement planning tool called the Independent Personal Retirement Overview (IPRO).

Income Planning

Today’s economic situation is much more complex with a variety of income sources – investments, Social Security, part-time employment and a changing pension climate. We will help analyze your income needs and provide comprehensive solutions that can benefit your financial future.

Investment Planning

We take your investment planning seriously and will guide you each step of the way, assisting with asset allocation and investment selections that make the most sense for you. We are committed to regularly monitoring and communicating investment results with you.

Financial Planning

We will help create a financial and investment plan specifically for you that is realistic and easy to understand. Our financial advice will always be what we believe you need to hear, rather than what you want to hear.

Is it time for a relationship you can trust to help you meet your financial and retirement goals?

Bob Sechrist is a proud union member of CWA Local 6171.