Category: Financial Services
Our Mission: First United is dedicated to building a culture of care in the communities we serve and helping others find their path to success. We build lifelong, multigenerational relationships and use our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time.
We help clients accumulate, preserve and
distribute wealth by providing fee only,
comprehensive wealth management
services. These services include in-depth
financial planning and portfolio management
with a fiduciary promise to always act in our
clients’ best interest.
We’re here to serve. Every day, our agents go above and beyond to help individuals, families, and communities thrive. Learn about what love taking action..
Over 175 years of trust.
Integrity, humanity, financial strength. These are the principles that guide everything we do, and keep us focused on what matters most—being there when people like you need us most.
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren’t taught in school and we give them an opportunity to build a business and transform their life.
Robert is an experienced Certified Public Accountant with over 25 years of helping his clients with personal and business taxes, including preparing and filing current and past tax years, and helping to arrange payment plans with the IRS.
Robert also consults with new businesses and established businesses on effective accounting and financial business budgeting. As a Certified Fraud Examiner and Forensic Accountant, Robert can also help businesses to detect and prevent fraud through the implementation of internal controls.
Robert is a proud patriot; His father was a decorated World War II Combat Veteran.