A complete list of active advisors currently associated with R & R Financial Services, LLC

Warmer can help you find a great advisor at R & R Financial Services, LLC or one who fits your needs even better.

The firm serves individuals, families, small business owners, trusts, IRAs and select nonprofit organizations, offering fee‑based discretionary investment management alongside financial planning and consulting services. As a single‑adviser practice, it manages approximately $26.8 million across about 43 clients and provides tailored planning for retirement, tax and estate matters. Its investment approach relies on customized asset‑allocation models that diversify among equities, fixed income, cash and, when appropriate, real estate and commodity funds, implemented through mutual funds, ETFs and individual securities. The firm exercises discretionary trading authority, may utilize third‑party managers and model portfolios, and conducts at least monthly internal reviews with strategic rebalancing and tactical adjustments as warranted. Distinctive features include the principal’s role as a licensed independent insurance producer who provides estate planning and insurance services (including life, health, long‑term care, disability and annuity products) and the firm’s explicit work with charitable organizations — both of which are less common among peers. The brochure also notes the firm does not produce written reports for clients while maintaining regular account monitoring and quarterly billing reviews.

To learn more about the advisors currently working at R & R Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ronald Roccaforte	Lumberton, TX	36

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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