Rob Kantor

CIO & Co-Founder at XML Financial Group - North Bethesda, MD, US

Rob Kantor's Colleagues at XML Financial Group
Jennifer Szaro

Chief Compliance Officer

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TODD KULLEN

Chief Operating Officer

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Jayson Magro

Client Service Associate

Contact Jayson Magro

Brett Bernstein

chief executive officer and co-founder

Contact Brett Bernstein

Jason Klopman

Senior Wealth Advisor, Partner

Contact Jason Klopman

Susan Harpe

Compliance Specialist

Contact Susan Harpe

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Rob Kantor's Contact Details
HQ
301-770-5234
Location
Rockville,Maryland,United States
Company
XML Financial Group
Rob Kantor's Company Details
XML Financial Group logo, XML Financial Group contact details

XML Financial Group

North Bethesda, MD, US • 20 - 49 Employees
Financial Services

XML is an independent wealth management firm that seeks to place its clients' interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client's financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients' financial lives.

Estate Planning / Financial Planning Retirement Planning / Plan Design Tax Planning Insurance Planning Investment Management Wealth Management Financial Planning Retirement Planning Plan Design Tax Strategies Financial Services Financial Advisory Services
Details about XML Financial Group
Frequently Asked Questions about Rob Kantor
Rob Kantor currently works for XML Financial Group.
Rob Kantor's role at XML Financial Group is CIO & Co-Founder.
Rob Kantor's email address is ***@xmlfg.com. To view Rob Kantor's full email address, please signup to ConnectPlex.
Rob Kantor works in the Financial Services industry.
Rob Kantor's colleagues at XML Financial Group are Jennifer Szaro, TODD KULLEN, Jonathan Lowe, Jayson Magro, Brett Bernstein, Jason Klopman, Susan Harpe and others.
Rob Kantor's phone number is 301-770-5234
See more information about Rob Kantor