Robert Falk
800 Broadway
Newburgh, NY 12550
Robert Falk is a financial advisor based in Newburgh, NY, dedicated to fostering strong client relationships and helping individuals and businesses achieve their financial goals. With a background in financial advising at CUNA Mutual Group and Merrill Lynch, he brings a wealth of experience and a personalized approach to investment strategies and solutions.
A graduate of Baruch College with a Master's in Business Administration, Robert Falk holds his FINRA Series 66 registrations and life and health insurance licenses. He offers a range of services, including investment management, wealth planning, and comprehensive strategies tailored to meet the unique needs of his clients.
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