Robert Bolton, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Teachers and Professors

About Robert

As a manager for many years, my favorite role was supporting my employees and helping them make good choices for their future.

I now have the privilege to serve the greater Valparaiso community full time in a quest to help people reach their life goals. That process begins with me first listening to who you are, what's important to you and what your unique goals are. After spending some time getting to know you, we can then begin a relationship that continues through all of life's changes.

I am very passionate about supporting local businesses and business owners as well as...

Work History

  • Edward JonesJuly 2024 to Current
  • Starbucks CorporationJune 2007 to June 2024

Education

  • Hyles-AndersonBachelor of Science

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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