Our Firm

 

 

 

 

 

Bob Stern
Financial Consultant

 

Stern & Associates LLC
We are an Independent Insurance Agency and an Independent Financial Services Company that provides a disciplined conservative approach to the financial needs of our clients.

Managing wealth successfully requires a broad range of solutions. As an independent financial consultant, Bob Stern has the freedom to offer non-biased financial advice that works best for each of his clients.

Put your finances in the care of an experienced professional that delivers superior service and investment advice. Call Bob and schedule an appointment today.

Bob Graduated from UNO with a BS in Economics. He holds Series 7, 24 and 63 licenses and also has Life / Health and P & C Licenses. Having served clients since 1994, Bob has always had an independent attitude towards his clients.

Bob Stern is a registered representative with, securities and advisory services offered through LPL Financial   Member FINRA/SIPC  

 

 

 

 

Connie Huggett
Adminstrative Assistant

 

Stern & Associates LLC
We are an Independent Insurance Agency and an Independent Financial Services Company that provides a disciplined conservative approach to the financial needs of our clients.

Connie brings over 5 years of Insurance experience to our Company. She specializes in Auto Insurance, but has a thorough knowledge of Homeowners and Flood Policies as well. She is one of the most helpful Administrative Assistants in the Industry.

 

About LPL Financial

LPL Financial is a leading source of independent objective advice for accumulating and managing personal wealth. Because LPL Financial doesn’t offer proprietary products or engage in investment banking activities, Shawn can devote his time and energies to understanding your individual financial objectives and provide unbiased investment recommendations that best suits your needs.

• #1 independent broker/dealer in the nation.*
• Over $3.1 billion in revenue.**
• Over 12,500 affiliated financial advisors nationwide.
• Over 3,000 staff with headquarters in San Diego, Boston, and Charlotte.
• Over $300 billion in assets as the broker/dealer of record.**
* As reported by Financial Planning magazine, June 1996–2008.
** As of December 31, 2008.

 

Securities and Advisory Services offered through LPL Financial,
Member FINRA/SIPC

Where are we located? --- MAP

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............... WWL - WTIX - B97 - WNOE

Call or email today for more information 504.841.0045