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Ronald R
Series 63
Lumberton, TX
R & R Financial Services, LLC
Ronald Roccaforte is a financial advisor with R & R Financial Services, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Dominion Investor Services, Inc. for 20 years before founding his current firm, where he has been since 2008. In addition to his advisory role, he is a licensed independent insurance agent involved in the sale and service of traditional life, health, disability, fixed annuities, and long-term care insurance products. R & R Financial Services is an independent, single-advisor firm offering discretionary investment management, retirement, tax and estate planning, and hourly consulting to individuals, families, small business owners, trusts, IRAs, and charitable organizations. The firm builds customized asset-allocation models primarily using mutual funds and ETFs, incorporates regular portfolio reviews and rebalancing, and provides insurance products as part of its advisory services.
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