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portrait of Rob Marciniak
FINANCIAL ADVISOR

Rob Marciniak

AAMS™
1745 34th Street, Allegan, MI 49010opens in a new window
CallSend Me a Message

About Rob

Focus:

I have been helping families achieve their definition of financial success for over 25 years through comprehensive planning, customized advise and exceptional client service.

I work with tax professionals, estate planning attorneys and other trusted advisors to help clients map out an income plan during retirement, navigate the complexities of managing their investment portfolio and efficiently pass assets to their heirs.

My personal goal is to simplify each client's financial life, so they have more time to engage in activities they truly enjoy and find fulfilling.

Accolades:

My career as an Edward Jones financial advisor began in 1994, opening the first...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 1993 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Central Michigan UniversityBachelors

Personal Interests

  • Outdoor Enthusiast
  • Mountain Biking
  • Hunting
  • Spending Time with Family
  • Traveling

Team Members

  • Melisa Lautenschleger
    Associate Financial Advisor
  • Elizabeth Sulzener
    Sr. Branch Office Administrator
  • Alayna Oskey
    Sr. Branch Office Administrator
  • Caitlin Lambert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(269) 673-1855

Fax

(888) 639-5910

Office Address

1745 34th Street
Allegan, MI 49010opens in a new window

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