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Robert Maki

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(920) 376-7000(920) 376-7000
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Robert MakiFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Oshkosh, WI

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Meet Robert Maki
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
MI, WI
professional background
Joined Bankers Life in 2012Became a Financial Representative in 2017Began work in the Insurance Industry in 2011Education: Bachelor of Science
designations received
Financial Representative Designations: Series 66 & 7
personal background
Family: Married, with children

Robert Maki, Bankers Life Agent and Bankers Life Securities Financial Representative in Oshkosh, WI

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(920) 235-8627(920) 235-8627
Direct Phone:
(920) 376-7000(920) 376-7000
Cell Phone:
(920) 420-5174(920) 420-5174
robert.maki@bankerslife.com
Branch Info
515 S Washburn St
Ste 104
Oshkosh, WI 54904
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

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  • Colonial Penn Logo
  • Washington National Logo

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Oshkosh, WI

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Robert Maki

4.5
Rating 4.5full star ratingfull star ratingfull star ratingfull star ratinghalf star rating
(12 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service! We discuss what is important to us, what plan we are currently on and changes that will occur the following year. He will suggest a different plan if he thinks it might be a better fit. Before we make a decision, he researches other plans to make sure we have the best plan for us. He is very knowledgeable in many different plans, courteous, respectful and caring!
  • 1.0 out of 5.0
    Rating 1.0full star rating
    I cancelled my policy with you yesterday. With my money being refunded that you took from my account.
    Response from Bankers Life
    Hi Cheryl, thank you for leaving a rating. We've passed your feedback along to our management team, and a team member will be in touch soon to learn about your experience and address any outstanding concerns. Please don't hesitate to email us at BLReviews@bankerslife.com, should you need further assistance.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service! I feel I can trust him. Breath of fresh air!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and very helpful,
    Truly refreshing professional advice
    Thank you!!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Robert (Bob) is/has been extremely knowledgeable and very helpful with my transition to retirement. He’s is forthright and very open and honest,
    Quite a refreshing change from former financial advisor. Thanks
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Bob is easy to talk with and gave all the answers to my concerns. I trust Bob to be honest and will give us the advice we need to go forward. Looking forward to our next visit.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Current customer. Love this guy. Very knowledgeable. Polite. Easy to talk to.
    Response from Bankers Life
    Hi Kathy, thank you for your review. We're happy to hear you had a good experience. If you'd like to elaborate on what may have prompted your 1 star rating, we'd love to see if we can help or improve our process. You can email us at BLReviews@bankerslife.com. Thank you!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Robert came to the house and was very professional in his way of explaining everything we needed to know in terms we could understand. Great at answering our questions and getting us information to move forward with our decision to by additional life insurance and financial planning.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable, friendly, helpful and professional.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service and we have been very happy with the insurance
  • 4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Could get his people a computer where you can sign better.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was polite and very helpful. He answered all of my questions thoroughly
Displaying reviews 1 - 1 out of the 12 most recent

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Let's Talk About Your Plans for Long-Term Care!

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As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

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