Robert B. Bacharach

Financial Advisor,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Guiding Sales Executives, Automotive Dealership Professionals, and Business Owners to Financial Confidence Through Proactive Wealth Building Strategies.
Build Your Plan

Robert B. Bacharach

Financial Advisor

Build Your Planopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Robert B. Bacharach

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life and the lives of the people around them. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

    • Variable Annuities: DE, FL, MD, NC, PA, SC, VA, WV
    • Securities License: CA, CO, DE, FL, GA, MD, MI, NC, PA, SC, TN, VA, WI
    • Variable Life Insurance: DE, FL, MD, NC, PA, SC, VA, WV
    • Fixed Annuities: DE, FL, MD, NC, PA, SC, VA, WV
    • Life Insurance: DE, FL, MD, NC, PA, SC, VA, WV

Robert Bacharach is associated with the Carolina Financial Group Office, 2701 Coltsgate Road, Suite 220, Charlotte, NC, 28211-3593, Managing Director: Kimberly Turner, Phone: 704-442-1481. Robert Bacharach offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Robert Bacharach offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.