Our Services

Clients work with RB Financial Services to get the highest quality customer service, the most practical financial solutions, and over 27 years of experience providing a solid return on their investment.

Our services include:

Lifestyle funding strategies Tax strategies College funding strategies Estate planning Securities selection

Individual account management Portfolio development Portfolio allocation Portfolio management Professional investment advice

How We Work

The management team at RB Financial Group makes sure its interests align with yours by basing our compensation on the value of your portfolio – NOT on a commission charge.

Put simply, the better you do, the better we do.

Suddenly it’s not just your money we’re managing, but our own interests as well. This extra incentive ensures we provide your account with a steady hand, a watchful eye, and a solid return on investment. Day after day, month after month, year after year.

That’s why we always take the time to listen and understand your goals. We consider your outside holdings, tax concerns, risk tolerance, investment timeline benchmarks, and investment opportunities that you may not be aware of. And we’re able to provide the same types of services large investors take for granted, but smaller investors rarely see.

You’ll discover our investment method uses a risk-controlled investment approach and a customized strategy to deliver a disciplined investment management style that creates a symbiotic relationship between wealth accumulation and safety of principal.

Let us blend your desire for a solid financial return with your goal of protecting your capital into a customized investment strategy.

Here’s how things will work between us:

1. When we start working together, we’ll open an individual custodial account on your behalf at a major NYSE brokerage firm in order to maximize your asset protection. This will provide you with all of the insurance, benefits, and security of a major wirehouse brokerage account while ensuring the one-on-one relationship that’s only available from an independent personal financial advisor who understands your family’s needs.
2. Your independent financial accounts will be managed separately. Every RB Financial client has direct, secure online access to their account information, as well as a monthly statement. You also receive a year-end summary and 1099 tax reporting statements to maximize your portfolio’s security, pricing accuracy for all trades and precise account balancing.
3. RB Financial Group is a registered investment advisor firm. This means we are flexible and nimble enough to buy or sell investments through almost any registered broker/dealer firm in the US and then have the cash and securities delievered to or from your account automatically. The benefit to clients is we are able to provide you with the best price we find available. This is particularly important when buying corporate or municipal bonds where prices can vary significantly from one firm to the next.

If you’re tired of the “One size fits all” approach, then it’s time you talk with Mike Miller of the RB Financial Group.