Robert L. Tokar - Janney Montgomery Scott

My Mission Statement

As a Financial Consultant, my mission is to educate my clients in the art of investment selection that suits their unique needs. I incorporate disciplined practices to help accomplish these goals for the diverse needs of my clients.

My Professional Philosophy

My philosophy is that each client deserves my best – and they will get it.

My Client Service Philosophy

Exceptional client service is a key driver in every long-term investment relationship.

I continuously keep my clients up to date on events which may impact their investments. By guiding them through difficult markets, I am able to maintain the exceptional service they have come to expect.

Knowing that my clients will experience many changes in their lives, I maintain constant dialogue with them and make recommended on any necessary portfolios adjustments.

My Business Model

When my clients come to me for advice, they know that they are getting a seasoned investment professional. Having been through many extremes in cyclical markets, I am able to properly diversify their holdings to help minimize the volatility. At Janney, I have access to the tools necessary to monitor real-time, worldwide market data. With this information, I can analyze the numbers and recommend any repositions needed in their asset allocation. In addition, I have access to Janney’s industry leading specialists in the areas of equities, public finance, mutual fund investing and research.

Please feel free to look through my site and let me know how I may be of help. I look forward to hearing from you. If there is anything you don’t find an answer to on this website, please feel free to contact me with any questions at 305-705-1205 or 888-777-9731.

Below you will find some information that may be beneficial.
America Bonds Information
Understanding Municipal Bonds
2010 Tax Planning Guide
Tax Brackets and Standard Deductions for 2010
Reverse Convertible