Company

The Rand Group

Financial Services 23 Corporate Plaza Dr 9 employees

Employees: 9
Contacts: 2
Emails: 2

trg-advisors.com LinkedIn

The Rand Group Overview

Headquarters: 23 Corporate Plaza Dr
Website: trg-advisors.com
Industry: Financial Services
Employees: 9
Founded: 2016
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Services Wealth Management Retirement Planning Family Needs Planning Credit and Lending Investment Services and Personal Investing Business Succession Planning Insurance and Risk Management Estate Planning Impact Investing Socially Responsible Investing Tax Planning

About The Rand Group

Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals. Our holistic approach to wealth management aligns and consolidates traditional and alternative investments, insurance and risk assessment, annuity and pension income strategies, liability analysis, estate planning strategies, and tax efficiency evaluation. Follow Invested on Apple Podcasts, Spotify, Google Podcasts, and YouTube! Listen here: https://rand.hightoweradvisors.com/invested-podcast.html Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

The Rand Group Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

The Rand Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rachael Barnard	Client Services Manager, the Rand Group	Kula, Hawaii, United States	Email
Jose Soria, Cfp®	Associate Wealth Planner - the Rand	Newport Beach, California, United States	Email
Taylor Eggleston, Msl	Client Services & Marketing	Costa Mesa, California, United States	View
Joel Rand, Cima®	Managing Director, Partner - the Rand		View