Bob Loss, Owner of The Amwell Agency, helps his clients grow their wealth without risk or worry, reduce their taxes and achieve their dreams of financial security.
Bob has put his clients on track to building millions of dollars in additional wealth they would not have had otherwise through safe, financial strategies. That’s why his clients think of him as their “secret weapon,” helping them build and safeguard their wealth.Bob is active within his community — he regularly participates in community clothing and food drives, and consistently provides support to his local police and fire departments and rescue squad. He is also a founder and chairman of a charity golf outing which helps raise money for families with special needs children.
Bob treats each of his clients as if they were members of his family. It is his priority to help his clients accrue and protect their assets with minimum risk. His clients’ trust is quickly earned as a result of his honesty and genuine character. He educates clients, helps them find the funds within their budget to make their goals possible. He helps each client create a personalized plan and then keeps them on track to achieving their financial goals.
Bob finds it extremely rewarding when a client discovers they can grow their assets, including insurance and financing, all while minimizing risk. He will quickly show you how to live for today, while planning for tomorrow!
LICENSES & ACCREDITATIONS
- Financial Advisor
- Insurance Representative
AREAS OF EXPERTISE
- INSURANCE PROVIDER
- ASSET PROTECTION
- INCOME SPECIALIST