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 |
|---|---|---|
Lumberton, TX
| 36
|
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