Rob McDaniel Clients
Rob McDaniel was Superintendent of Schools in Spotsylvania County from 1985 until 1989. In 1989 Rob began a career in financial services with VRSI. Rob's incredible work ethic, his integrity, and his love of helping people made him one of VRSI's most successful Representatives. Rob continued his career with VRSI for over 25 years, before health issues forced him to retire. Unfortunately, these health issues caused Rob's death in December of 2016.
Robert "Bob" Cox - Servicing Agent for Rob McDaniel Clients
As per Rob's wishes, I have become the servicing agent for his clients. As VRSI's Chief Marketing Officer, I worked very closely with Rob over the years, and a very strong friendship developed between us. Rob asked me to service his clients, and I made the commitment to Rob to do this. Since Rob had nearly a thousand clients, this has been a monumental task. But, I'm happy to say, we have a plan in place to service Rob's clients.
Over the past several months, we've been trying to get in touch with all of Rob's clients. In order to give you the service that you want and deserve, we need your updated client contact information. If you have not done so already, please email us at firstname.lastname@example.org and give us your email address, phone number, and current address. We will put this info on our client database, so we can contact you on a regular basis.
Game Plan For Servicing Rob McDaniel Clients
Our primary office is located in Bedford, Virginia. We have been working with educators in Bedford County and in surrounding counties for over thirty years. I will now be in the Fredericksburg area on a regular basis - several days each month. I will be in Fredericksburg at least two to three days every couple of weeks - to meet with you and service your accounts.
If we have not contacted you already, we will be reaching out to you soon to set a time to meet. In the meantime please feel free to contact us and we will schedule a meeting at your earliest convenience. I look forward to meeting each of you very soon - to introduce myself, review your accounts, and to make any needed changes to your accounts. Click the following link for contact Information. Contact Us
Greater Fredericksburg Area
Downtown - Carriage Rides
I am excited about the opportunity to get to know more about historic Fredericksburg, Spotsylvania, Stafford, and the surrounding counties. I look forward to serving all of Rob's clients in the Fredericksburg and Northern Virginia area. We specialize in retirement planning for educators. We want to earn the right, over time, to be considered by you as your retirement planning professional. Our goal is to establish a long-term, mutually beneficial relationship with our clients.
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VRSI is a Virginia based corporation dedicated to working with VRS members:
- To assist you in understanding your state retirement system,
- And educating you on your retirement income options.
Our most well-received program has been our Retirement Planning Analysis Program, which consists of two parts:
- A presentation that shows, in general, how the VRS retirement system works,
- And a Personalized Retirement Analysis, that shows how you may maximize your retirement income.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.