A complete list of active advisors currently associated with R & R Retirement Services, Inc

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

R & R Retirement Services serves individual clients, domestic partners, and married couples, focusing on retirement-related matters and ongoing discretionary investment management for assets clients designate for oversight. The firm provides guidance on Social Security, Medicare, Medicaid, estate planning documents, and reviews insurance contracts, and makes referrals to legal and social-service professionals as appropriate. The firm’s investment process is tailored to each client’s goals, time horizon, and risk tolerance and typically uses mutual funds, ETFs, or unit investment trusts in managed accounts; it also employs technical analysis and market indicators as part of its security analysis. Portfolios are managed on a discretionary basis with quarterly reviews, and the small advisory team structure creates a single-advisor or “key-man” reliance for clients. What is distinctive about the firm is its licensed insurance-agency role: the firm and its advisory representative are licensed to sell life, health, long-term care insurance and fixed annuities and may receive commissions for those sales, a potential conflict disclosed in the brochure. The firm also recently discontinued providing 401(k) plan advisory services, operates with roughly $10.7 million in discretionary AUM across about 50 clients, and does not offer comprehensive financial planning.

To learn more about the advisors currently working at R & R Retirement Services, Inc, 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
Jay Kaiser	Seattle, WA	20

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