Jennifer Brochu Chase, Cfp® Email and Phone Number

RGB Financial is a family run business, started by my father over 30 years ago. Our firm has grown into a full service financial services office committed to helping people pursue their financial goals. Our firm is completely independent, so our loyalty belongs exclusively to our clients. Our independence powered by LPL Financial, 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. As a firm we are committed to offering unbiased, customized investment strategies to help build, protect and transfer our client’s hard earned wealth. We are committed to assisting our clients develop and implement a long term strategy to pursue their financial goals through objective wealth management. We follow a comprehensive five-step process designed to determine the optimal approach to managing client assets.We have built our approach to wealth management on a foundation of trust. We pride ourselves in making financial recommendations with your best interest in mind regardless of the financial outcome it may have for ourselves or our business. We have found through our many years of experience that if you do the right thing and always keep the best interest of your clients a top priority, the business will be successful and will grow through quality referrals from existing clients who trust us implicitly.You can find more information about us at www.rgbfinancial.comSecurities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA/SPIC. For hyperlinks to FINRA and SIPC, please refer to website section. www.FINRA.org and www.SIPC.org. For a list of states where our office is registered please visit our website, www.rgbfinancial.com.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.