RFSNY

We are a boutique, financial services firm. With over 4 decades of expertise, we specialize in working with Affluent Families, Businesses, Doctors, and Professionals. Our comprehensive approach is a collaborative process where we help our clients prioritize their financial goals and then create a working plan to help them achieve their goals. We do this with a protection first mentality which allows our clients to achieve their dreams, while safeguarding against life's unknowns. We analyze all options with a high standard of ethics, education, and integrity and present solutions to our clients in a simple easy to follow manner. Our goal is to build a long term relationship to help grow and protect our client's wealth... Reaching your financial goals takes commitment, determination-and a plan. It also helps to have an expert on your side. At RFS, we bring together the key resources you need to help make your financial plan work for you... Is to help our clients attain financial peace..

Also known as: RFS, RFSNY LLC

Primary location: New York United States