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Bob Mance Chfc, Casl, Cltc, Mba profile image

Bob Mance Chfc, Casl, Cltc, Mba

Wealth Management Advisor at Northwestern Mutual
Intro Book
Seasoned wealth management expert with 32 years of experience.
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Location
South Easton, Massachusetts, United S...
Skills
  • Investments
  • Wealth Management
  • Insurance
  • Strategic Financial Planning
  • Finance
  • Show all
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Bio

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Bob Mance Chfc, Casl, Cltc, MBA is a seasoned wealth management expert with 32 years of experience in investments, financial planning, and insurance. He has a strong educational background, including an MBA from Penn State University. Bob has worked with Northwestern Mutual as a Wealth Management Advisor and has experience in strategic financial planning, retirement planning, and disability insurance.

Experience

  • Northwestern Mutual
    • Braintree, MA
    • Wealth Management Advisor
      • Jun 1992 - Present
      • Braintree, MA

      Bob Mance understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let Bob know how he might be able to help you realize your vision for the ...

  • H & R Block
    • Office Manager
      • 1985 - 1986

Education

  • 1985 - 1986
    Penn State University
  • 1973 - 1977
    State University of New York College at Cortland
  • 1973 - 1977
    State University of New York Cortland
  • University of Wisconsin-Madison
  • State University of New York College at Cortland
  • University of Wisconsin-Madison
  • University of Wisconsin-Madison

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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