One-on-one investment advice and guidance
Robert Casey, Financial Advisor

Robert Casey


Financial Advisor

161 Changebridge Rd
Montville, NJ 07045

Office: 973.404.9151

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973.404.9151


VH4T5 07045 robert-e-casey Schedule an appointment
 
 
 

My name is Robert Casey, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can help you save and invest for what matters most to you.

I work with a team of investment associates on your behalf. Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, we can help. We'll design an action plan with specific investment recommendations based on your goals, risk tolerance, liquidity needs and time horizon. Together, we can review your progress and make adjustments as needed to help you get and stay on track.

I can also offer access to a broad range of Bank of America® deposit and borrowing solutions — from checking accounts, savings accounts and CDs to credit cards — to help you meet your immediate needs and long-term goals.

Whatever your investment needs, I'm available to help you either in person at Bank of America®, 161 Changebridge Rd Montville, NJ 07045, or by phone. Contact me to take advantage of a complimentary financial review and see for yourself how Merrill Edge® streamlines investing to help you invest for what matters most to you.

An action plan to pursue your goals

After a one-on-one conversation, you'll receive a Merrill Edge Roadmap® action plan designed to help you pursue your financial goals, such as retirement and college.Footnote *

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Life stage planning

No matter where you are on your investment journey — just starting out, seeking to build wealth, nearing retirement or already retired — I can help.

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Your life priorities

Answer a few simple questions, and you'll get a personalized collection of resources, tools and solutions to help you invest for what matters most to you.

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Investor education

Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions.

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* Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center™ account.

It starts with a conversation —
let's discuss your investment needs

973.404.9151

Schedule an appointment

Robert Casey is registered to do business in: AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WV

Supervisory Office:
194 Wood Avenue S
Iselin, NJ 08830
732.321.3721