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Robert James Investments, Bob Podraza AAMS®
- Finance
- Quakertown, PA
About this business
Financial Planning and Investment Management A firm that is committed to meeting with you in person and putting your interests above everything else. At Robert James Investments, we serve a limited number of clients by design to ensure you have a strong personal relationship and we understand exactly what you want, need, and value. Bob Podraza AAMS®
Location details
1313 W Broad St, Quakertown, PA, 18951, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I'm so thankful to Bob Podraza for hosting a monthly Coffee Club at Robert James Investments. Bob's concise market updates and investment suggestions make complex topics accessible. The open dialogue encourages meaningful discussions, creating a sense of community. Bob's dedication to valuable networking makes this gathering a monthly must-attend. Grateful for the chance to learn and connect in such a positive environment.
Bob Podraza at Robert James Investments is my go-to financial advisor. His genuine care make him a dependable partner in my financial journey. Highly recommended for anyone seeking trustworthy and effective financial guidance.
Have been using Bob as my financial advisor for 12+ years. His professionalism, attention to detail and knowledge of the market has been spot on. I recently was down sized on a moment's notice & needed Bobs advice. He was very supportive and said do not worry, we have planned for this part of you life.....go live your life!
Bob is a fantastic financial planner who has taken wonderful care of our family. I feel very confident in his knowledge, respect, and engagement in our family's financial future.
He didn't quite believe me when I told him what was going to happen. He said "If it happens we can talk" and "put the money in the bank as a cushion." I never told him an amount of money I was looking to invest. His advice to me was condescending, as he told me to "make more money"
Frequently asked questions about Robert James Investments, Bob Podraza AAMS®
How is Robert James Investments, Bob Podraza AAMS® rated?
Robert James Investments, Bob Podraza AAMS® has a 4.4 star rating with 7 reviews.
When is Robert James Investments, Bob Podraza AAMS® open?
Robert James Investments, Bob Podraza AAMS® is closed now. It will open at 8:00 a.m.
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