Personal Relationships. Professional Service.
Special Notice: Covid-19 related relief actions taken by New York State for life insurance policy holders and annuity owners. Please click here for important information from the NYS Insurance Department.
RFG Associates, LLC is an independent financial services and wealth management firm.
We place high priority on direct dialogue and openness. We want to fully understand your goals. We ask the difficult questions in order to provide you with the appropriate answers. Honest conversations are the foundation of every relationship at RFG Associates, LLC.
We honor the trust you place in us, conducting your business with discretion and sophistication. As Fiduciaries, we always act in our clients’ best interests. Your success is our number one priority. Our success is not measured by arbitrary statistics, but by our clients' success reaching their goals.
We draw on decades of experience to build a set of recommendations that match your needs and goals. Count on us to help build, manage and preserve your wealth. Our independence allows us to engage attorneys, accountants, and other various experts to bring added benefits to your plan.