Team Skloff
Your Valued Financial Partners
Welcome to Team Skloff, a dedicated group of advisors committed to delivering comprehensive financial planning techniques for both individuals and businesses. With a deep-rooted understanding of the intricacies involved in securing your financial future, we're here to offer tailored solutions that provide reassurance and stability in an ever-changing world.
Our team goes beyond conventional financial support; we offer expertise in various areas of financial planning. Through our specialized approach, we empower families, business owners, executives, and individuals to confidently navigate the complexities of financial planning, ensuring they reach their financial potential. Our primary goal is to provide unwavering assistance to our clients and their families throughout their lifetimes.
Meet Our Team of Experts
Click the buttons below to learn more about each team member's background, specialization, and unique approach.
Bob Skloff | Financial Advisor, Director of Investments
Contact Information
Mobile. 617.207.6389 Office. 617.526.9319
rskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Bob has been with Commonwealth Financial Group since 1983 when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. Bob has also received the CLTC and AIF designations and holds his FINRA Series 7, 24, and 65 registrations. Bob manages a private wealth practice of 300 households and an institutional retirement plan business of over 25 businesses and 9,000 participants.
Bob has also served as Director of Investments for Commonwealth Financial Group since 1990 and provides investment training and education to registered representatives at CFG. Bob currently resides in Boston, MA with his wife and works every day with his two sons. He and his wife Rhonda raised their family and lived in Sudbury, MA for 25 years. He is currently on the Board of Directors for B’nai B’rith Housing. In his free time, Bob is an avid skier and golfer.
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
Email Me
Boston, MA Office
280 Congress Street, Suite 1300
Boston, MA 02210
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS wealth management in New York City. Brett graduated from Indiana University in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP® and AWMA® designations and holds his FINRA series 7 and 66 licenses.
Brett supports the team as an investment advisor and financial planner, working with clients to help secure their financial future. Brett is very involved with Jewish Family and Children’s Services, serving on their CHAI services and Business Advisory Committees as well as teaching a weekly math class to further advocate for people with special needs. Brett lives in Watertown with his husband Scott, and services clients out of our Boston and Needham offices.
Benjamin Taylor | Financial Consultant
Contact Information
Mobile. 781.219.0574 Office. 617.526.9360
Email Me
Boston, MA Office
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Ben joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a 3rd generation family-owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself in providing sensible, straightforward strategies that accomplish his client’s objectives.
Ben is a graduate of Bentley University (BS in Finance, with a concentration in Business Law) He received the Accredited Investment Fiduciary (AIF) designation and holds his FINRA series 6,7, 63, and 65 licenses. Ben lives in Medfield, MA with his wife Michelle and their 2 sons, Luke & Owen.
Michael Weiner | Investment Advisor Representative
Contact Information
Mobile (call only). 617.312.5115
Email Me
Boston, MA Office
280 Congress Street, Suite 1300
Boston, MA 02210
Mike is a professional financial advisor with the Commonwealth Financial Group. He is an investment advisor representative and licensed insurance agent. He assists these families by creating comprehensive financial plans designed to support the needs of the entire family. He is married to Susan for more than forty years and they currently reside in Medfield and Osterville, MA. Their eldest son, Ben, resides in Washington, DC, and enjoys a successful career and a well-rounded life. Their youngest, Zachary, is 33 years old. He is a young man with developmental delays. Despite the challenges that Zack must face each day, he lives on his own in Brookline with his wife Molly and works every weekday at his job in downtown Boston. Mike previously has served as the treasurer for the Federation for Children with Special Needs after serving for over a decade.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.