Robert Eckermann

AIF®, Financial Consultant

48 Albany Street
Cazenovia, NY 13035
T: 315-655-3402
F: 315-655-8858


Robert is dedicated to providing integrated wealth management strategies to help his clients work towards important financial goals. He has a B.A. in Finance from St. Bonaventure University and has spent over 22 years in the financial industry, with a focus in wealth management. He has earned his Series 6 and 63, held through LPL Financial as well as his Life and Health Licenses, and is dedicated to serving the local communities throughout Madison County.

Robert works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:

  • Retirement Planning
  • Estate Planning
  • College Funding
  • Investment Planning
  • Insurance Services