RGB Financial

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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
Website
rgbfinancial.com
Keywords
Comprehensive Retirement Planning, Investment Management, Insurance, Estate & Income Tax Planning.
HQ
Farmington, Connecticut
Competitors
Beresford Ventures, LLC, RC Montenegro Consulting, HANDS-OFF INVESTMENT, Ral Bank Of Investment, RW Pressprich, Vestia Personal Wealth Advisors, Macquarie Group, Schwartz Investment Counsel, Inc., Baystate Financial, Glacier Investment Management.
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