5 /5 carol wells-reed: Rob and Beckie are exceptional...in their business acumen and as very special people. Compared to many of their clients, I suppose, I dont have a lot in the way of investments, but they treat me as if I were a bazillionaire. I receive frequent in-person updates, phone calls in turbulent market conditions to see if I have concerns, and they exhibit a genuine interest in me, not just my money. I heartily recommend Rob Bruce, a VERY intelligent, savvy guy, and his able assistant, Beckie, to anyone who wants amazing service.