Robert Lau

Financial Advisor

Bob has been in the financial services industry for over 30 years and has been serving the financial needs of Summit County’s investors for over 20 years. As an Independent Financial Advisor, Bob is able to provide exceptional service through uniquely tailored portfolios and wealth management. Specializing in client relationships, Bob customizes the firm’s services to suit the individual needs of clients. Bob offers an objective, unbiased approach to investing by working with Cambridge Investment Research in an independent brokerage environment and providing expertise utilizing fee-based account management.

With the support of Bob’s beautiful wife, Kelley, two wonderful children and the continued trust and loyalty of his clients, Bob has built a practice that is client-centric and successful.  Bob continues to seek new opportunities to service new and existing clients as a Financial Advisor and is happy to provide investment insight where it is helpful and useful. 

Phone (970)468-8800