Research Financial Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
525 University Ave Ste 1, Rochester, New...Phone Number
(585) 271-4020Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Research Financial Group
Research Financial Group is a personalized, independent wealth management practice established in 1994, dedicated to placing clients' needs at the forefront of its operations. The firm offers a range of services including strategic wealth management, legacy planning, and tax planning strategies, catering to individuals, families, and business owners. Their multi-generational team focuses on creating tailored strategies to help clients achieve their financial goals. With a commitment to building strong client relationships, they prioritize understanding each client's unique values and lifestyle.Explore more
Research Financial Group Org Chart
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Research Financial Group is a personalized, independent wealth management practice established in 1994, dedicated to placing clients' needs at the forefront of its operations. The firm offers a range of services including strategic wealth management, legacy planning, and tax planning strategies, catering to individuals, families, and business owner... Read More
