Broker Check

160 Gould Street, Suite 310, Needham, MA 02494

(781) 292-3265
Bob Furlong, CExP™

Bob Furlong, CExP™

Balancing work, investments, and raising a family can often be overwhelming. I help individuals, families and businesses take a comprehensive approach to their planning, resulting in improved clarity and greater protection. 





Work With the Best

Work With the Best

We believe your wealth should do more than grow. It should create a lasting legacy. Our approach centers on building personalized strategies that not only address your immediate financial needs, but also support long-term impact for generations to come. 

We take the time to understand what matters most to you—whether that’s growing your assets, navigating complex financial decisions, or preparing for retirement. Every plan we develop is tailored to your goals, guided by experience, and carefully designed. No matter how complex your life is.

My Clients

Our team strives for excellence every day and in every interaction, as we provide custom-tailored advanced
planning solutions for your business and personal needs. We are highly trained and knowledgeable
professionals in all areas of advanced business, individual, and wealth transfer planning. 

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

High-Net Worth

Serving the unique needs of HNW individuals

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My Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on my insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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My Three-Step Process

STEP

1

Assess

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

I will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

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