Bob’s goal is to make a difference in the lives he touches, by enabling clients who need and want his help to protect themselves and their loved ones. Bob’s unique ability is analyzing his client’s complex and confusing circumstances, finding the best solution for that client, and communicating the results in ways his client can both understand and act upon.

Bob practices both as a Financial Advisor and as a Certified Public Accountant; he has been engaged with XXI Century Financial (and its predecessors) since 1989, and with Connolly, Steele & Company, CPA’s since 2011. As a Financial Advisor, Bob works with successful individuals and businesses.

For businesses, Bob helps design and implement retirement plans (from SIMPLE IRA’s to 40lk’s to “non-qualified plans”), business succession plans and selective benefits. For individuals, Bob has for several years, acted as an “advanced case specialist”, assisting colleagues and their clients with complex planning issues, including estate planning, charitable giving, and retirement income planning.

In particular, Bob has specialized training in the area of Special Needs Planning, offering free educational workshops to support groups, schools, and community organizations, and working closely with individuals with Special Needs and their families to address their unique financial challenges.

Bob graduated with honors from the University of Notre Dame in 1975 and earned his MBA from Duquesne University in 1982. Bob is an active participant in several professional associations, including the Pennsylvania Institute of CPA’s (serving on the Local Connections Committee), the Academy of Special Needs Planners, and the Advanced Markets Tri-Council Committee of the Penn Mutual Life Insurance Company.

Also, Bob serves several charitable organizations:
• TC House, Inc., a home built for young adults with Down Syndrome (founding Board Member, and currently, Board Secretary)
• Gateway Rehabilitation Center (Board Member)
• Planned Giving Advisory Board, Catholic Diocese of Pittsburgh (Member)

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Firm Description

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC. 600 Dresher Road, Horsham PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.

Robert Corcoran 
381 Mansfield Avenue 
Suite 400 
Pittsburgh PA 15220 

XXI Century Financial and other listed entities are unaffiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Bob is insurance and securities licensed in the following states: PA, OH & WV. This is not an offer or solicitation in any states where not properly licensed and/or registered. 4955197RLB_Sept24

Hours

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