Robert (Bob) Shoff

Retirement Planning, Life Insurance, Long-term Care Insurance and Estate Planning.

Financial Adviser at New York Life in Marshfield, MA

About

check me out of Facebook https://www.facebook.com/robertshoffnyl/?ref=bookmarks contact me through New York Life https://www.newyorklife.com/agent/rjshoff

Contact
Click for phone number
(508) 279-4401
Address
in Marshfield, MA 02050
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by mark

Answered by Robert (Bob) Shoff
Financial Adviser in Marshfield, MA
It depends on the company that manages your 401(k), but there are usually loan options available with no tax.
401(k) Investing & Retiring Taxes
Q&A
Asked by an anonymous user

Answered by Robert (Bob) Shoff
Financial Adviser in Marshfield, MA
Hire a broker or subscribe to a broker website. I would be cautious to use a website over a broker in person.
Investing & Retiring Stocks
Q&A
Asked by calvincritz

Answered by Robert (Bob) Shoff
Financial Adviser in Marshfield, MA
Is there any equity left in the home? I would contact the company that financed the reverse mortgage to get the true facts and details.
Home Equity Loans & Line Of Credit Home Purchase Loan Borrowing
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Associations

NYL Executive Council Member
Million Dollar Round Table
NYL President Council

Accomplishments

Awards

Certificate of Excellence

Publications

Plymouth Resident Named New York Life Executive Council

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Financial Services Professional
Agent

Education

Johnson & Wales University
NYLIC University