Who are the clients of the Rivlin Group?
They are a community of people who won’t settle for the status quo.
They need more than the institutional treatment clients often receive from larger financial institutions.
They are families, individuals, young entrepreneurs, established industry leaders, all like-minded and focused on similar goals – financial success and ongoing security for their families, their businesses, and themselves.
To truly achieve this, they realize that tax solutions are about more than completing a one-time event in April, wealth management solutions are about more than getting ready for retirement, and financial technology solutions are about more than picking software off the shelf, plugging it in and hoping for the best. They demand more, and we are always growing our expertise, broadening our experience, and adding new tools and resources to meet this demand.
Does this description sound like you? If it does, you’ve come to the right place.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and The Rivlin Group, PC are not affiliated. Cambridge Investment Research, Inc. does not offer legal or tax advice. The Rivlin Group, PC., as a CPA firm does offer tax advice.
Company Details
- Founded
- 2016
- Address
- 300 Redland Court,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- rivlin-group.com
- Keywords
- accounting, wealth management, family office, tax.
- HQ
- Owings Mills, Maryland
The Rivlin Group, Pc Questions
The Rivlin Group, Pc's website is rivlin-group.com
The Rivlin Group, Pc's LinkedIn profile is https://www.linkedin.com/company/the-rivlin-group-pc
The Rivlin Group, Pc's industry is
Financial Services
The Rivlin Group, Pc's top competitors are
Calculated Moves Pc,
Silver & Dackman, Llc,
The Brockington Firm, Llc,
Rivlin, Lichter & Feldman, P.c.,
Realsmart Professional Network,
Burgess & Associates,
Dttl Consulting Llc,
Tre Accounting, Llc,
Tabb Accounting Tax & Financial Services,
Fly Way Accounting.
The Rivlin Group, Pc's categories are Financial Services
The Rivlin Group, Pc's founding year is 2016
