About Our Company

Robert S. Wolf Insurance and Financial Services has been locally owned and operated in Southern California for over 25 years, serving clients throughout California. We focus on assisting business owners, professionals and families in the design, implementation and review process of their personal insurance and investment portfolios, as well as protection and benefits for businesses and their employees.

We believe any financial strategy consists of not only investing, but also protecting family and business against the unforeseen. We help our clients address important concerns about their future. Will I have enough money for retirement? Will I be able to pay for health care in my later years? Will my family and/or business be able to continue in the event of premature death? Through thorough fact gathering, we will help you determine your investment goals and insurance needs to create a unique plan to help meet them.
 
Robert S. Wolf Insurance and Financial Services is an independent firm offering securities through Securities America, Inc., a full service Broker-Dealer, serving investment professionals nationwide. Unlike many brokers, we have no “pre-selected” investment or insurance products to push. We believe that “one size does not fit all.” Our approach is different; we search the marketplace to find the best products that will fit our clients’ specific needs. Working with our firm gives you access to products from many top rated national companies offering Life and Health Insurance, Mutual Funds, and Annuities, while still providing the personal service of a local firm who cares about helping our clients achieve financial independence and protection. This level of service may not be duplicated by an anonymous 800 number where you are just another account holder. We want our clients to feel confident knowing who to call to have their questions answered by someone with the experience and up to date knowledge they trust. Our emphasis is educating our clients not just “selling” products and services.
 
Whether you are just starting out, growing your business, or approaching retirement, now is the time to take a look at where you stand and start down the path to securing your future. Call us for a no obligation consultation regarding your individual insurance and financial needs.

 

Personal Biography: Robert S. Wolf

Robert began his career in the industry as a licensed life insurance agent at New York Life in 1986. He was Series 6 and 63 securities licensed by FINRA (formerly NASD) as a Registered Representative in 1988. He soon recognized that the unique goals of his growing clientele could only be met by a wider range of advancing products and became an Independent Agent/Broker. In 2005 Robert opened the office’s current location on Avenue J and 10th Street West with administrative assistant Kristen King, who has worked closely with Robert since 2000.
 
Robert has resided in Quartz Hill, California for nearly 30 years. He has two grown children, Seth and Bradley. He is an active member in the local community, currently serving as Senior Ambassador with the Lancaster Chamber of Commerce for over 26 years, President of the Antelope Valley/Lancaster Chapter of the Kiwanis Club and a past President of the Antelope Valley Association of Insurance and Financial Advisors. When he isn't assisting clients or volunteering in the community, he can be found enjoying his Koi fish pond, riding his Harley Davidson motorcycle, sailing on the Pacific Ocean, playing drums, or spending time with his friends and family. 
 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck