RGB is committed to helping our clients navigate an objective, customized, and clear course to foster long-term financial independence through comprehensive financial planning and tailored wealth management. Our full-service, independent, financial firm aims to help you understand the opportunities that are available when you take a proactive approach to your finances. Our independence enables us to establish working relationships with a number of industry-leading asset-management firms, insurance providers and attorneys whose ideas and products we leverage to create customized client portfolios.
Family owned and operating in Farmington, Connecticut for three generations since 1984, we treat all our clients as part of our extended family, whether they are new parents opening their first college savings account or a successful entrepreneur who has been with us from the start. Our loyalty belongs exclusively to our clients.
Please visit our website to learn more about our comprehensive five-step process designed to determine the optimal approach to managing client assets. We discover, educate, recommend, implement and monitor client accounts all while doing our best to provide a superior client experience.
Call us if you have any questions about the range of financial products and services we provide.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org).
The financial professionals associated with RGB Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 6 Executive Dr,
- Phone
- +1-860-678-7350
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- rgbfinancial.com
- Keywords
- Comprehensive Retirement Planning, Investment Management, Insurance, Estate & Income Tax Planning.
- HQ
- Farmington, Connecticut
Rgb Financial Questions
Rgb Financial's helpline number is +1-860-678-7350
Rgb Financial's website is rgbfinancial.com
Rgb Financial's LinkedIn profile is https://www.linkedin.com/company/rgbfinancial
Rgb Financial has
14 employees.
View email and phone details for 14
employees at Rgb Financial.
Rgb Financial's industry is
Financial Services
Rgb Financial's categories are Financial Services
Rgb Financial's founding year is 1984
