Cobb Partners

We are based upon providing the highest quality fiduciary based wealth management services. From financial planning and portfolio management to retirement and investment planning services, we are here to help our clients. We pride ourselves with having an experienced and trained team who can apply the best investment principles to each client's unique situation. We take the time to get to know each client to ensure we have a good understanding of their goals. We sit on the same side of the table as our clients, as it is our fiduciary duty, and our client's interests come first. We work to gain the trust of our clients to build long-term relationships and to ultimately be viewed as their trusted financial advisor. Please contact us today.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Coral Gables, FL area, Gregory Planck will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.