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Robert Koerber Cpfa

Bridgeport, WV - Financial Advisor - Merrill Lynch Wealth Management: Retirement Planning, Rollovers, Succession Planning, Trusts, Private Family Foundations, Insurance,... | Greater Pittsburgh Region, Greater Pittsburgh Region, United States

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Robert Koerber Cpfa’s Emails [email protected]

Robert Koerber Cpfa’s Phone Numbers No phone number available.

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Robert Koerber Cpfa’s Location Greater Pittsburgh Region, Greater Pittsburgh Region, United States

Robert Koerber Cpfa’s Expertise Bridgeport, WV - Financial Advisor - Merrill Lynch Wealth Management: Retirement Planning, Rollovers, Succession Planning, Trusts, Private Family Foundations, Insurance, Annuities, Roth IRA, Cash Management, CDs, Equity & Fixed-income Strategies, Estate Planning Strategies, IRA, SEP IRA, Simple IRA. Robert Koerber is an advisor with Merrill Lynch Wealth Management based out of Bridgeport, WV. He provides Investment services to individuals, small business owners, Unions, Non-profits, and dealerships throughout North Central West Virginia and South Western Pennsylvania. Robert's primary coverage in West Virginia includes the following counties: Harrison, Marion, Monongalia, Preston, Doddridge, Ritchie, Tyler, Wetzel, Lewis, Upshur, Taylor, Barbour, and Pleasants. He also provides coverage to Washington, Fayette, and Greene County in Pennsylvania. Call Today to schedule a complimentary review 304-848-1003 or email at [email protected] *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

Robert Koerber Cpfa’s Current Industry Merrill Lynch Wealth Management

Robert Koerber Cpfa’s Prior Industry
United States Marine Corps | Merrill Lynch Wealth Management

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Work Experience

Merrill Lynch Wealth Management

Financial Advisor

Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

United States Marine Corps

Infantryman

Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

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Robert Koerber Cpfa Email Addresses

[email protected] Email

Robert Koerber Cpfa Phone Number

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FAQ About Robert Koerber Cpfa

Robert Koerber Cpfa is located at
Greater Pittsburgh Region, Greater Pittsburgh Region, United States

Robert Koerber Cpfa is a
Bridgeport, WV - Financial Advisor - Merrill Lynch Wealth Management: Retirement Planning, Rollovers, Succession Planning, Trusts, Private Family Foundations, Insurance, Annuities, Roth IRA, Cash Management, CDs, Equity & Fixed-income Strategies, Estate Planning Strategies, IRA, SEP IRA, Simple IRA. Robert Koerber is an advisor with Merrill Lynch Wealth Management based out of Bridgeport, WV. He provides Investment services to individuals, small business owners, Unions, Non-profits, and dealerships throughout North Central West Virginia and South Western Pennsylvania. Robert's primary coverage in West Virginia includes the following counties: Harrison, Marion, Monongalia, Preston, Doddridge, Ritchie, Tyler, Wetzel, Lewis, Upshur, Taylor, Barbour, and Pleasants. He also provides coverage to Washington, Fayette, and Greene County in Pennsylvania. Call Today to schedule a complimentary review 304-848-1003 or email at [email protected] *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. Merrill Lynch Wealth Management

Robert Koerber Cpfa currently works in the
Merrill Lynch Wealth Management

Robert Koerber Cpfa specializes in
Bridgeport, WV - Financial Advisor - Merrill Lynch Wealth Management: Retirement Planning, Rollovers, Succession Planning, Trusts, Private Family Foundations, Insurance, Annuities, Roth IRA, Cash Management, CDs, Equity & Fixed-income Strategies, Estate Planning Strategies, IRA, SEP IRA, Simple IRA. Robert Koerber is an advisor with Merrill Lynch Wealth Management based out of Bridgeport, WV. He provides Investment services to individuals, small business owners, Unions, Non-profits, and dealerships throughout North Central West Virginia and South Western Pennsylvania. Robert's primary coverage in West Virginia includes the following counties: Harrison, Marion, Monongalia, Preston, Doddridge, Ritchie, Tyler, Wetzel, Lewis, Upshur, Taylor, Barbour, and Pleasants. He also provides coverage to Washington, Fayette, and Greene County in Pennsylvania. Call Today to schedule a complimentary review 304-848-1003 or email at [email protected] *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.