RFG Associates

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1250 Pittsford Victor Rd Ste 280 Bldg 20...

Phone Number

(585) 383-4290

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
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1
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About RFG Associates

RFG Associates, LLC is an independent financial services and wealth management firm that offers investment management, financial planning, retirement plan consulting, and risk management services. They prioritize honesty and integrity, ensuring that they act in their clients' best interests as fiduciary asset managers. With decades of experience, they provide tailored recommendations to help clients build, manage, and preserve their wealth. Their intended clients include individuals seeking personalized financial strategies and support in achieving their financial goals.Explore more
RFG Associates's Social MediaPopular SearchesRfg Associates LLCRfg Associates IncRfg AssociatesRfg AssocsRfgassociatesSIC Code 62,628NAICS Code 52,523Show more

RFG Associates Org Chart

PhoneEmail
KS
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Office Manager and Senior Client Liaison

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MM
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Office Administrator

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AK
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Service Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RFG Associates

<$5M
1-10
Private
-
1988
KS
Karen ShellyOffice Manager and Senior Client Liaison
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
1994
RE
Rita ExterOffice Manager
<$5M
1-10
Private
-
-
RH
Rhonda HackerAccount Executive
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RFG Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RFG Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RFG Associates.

RFG Associates Tech Stack

A closer look at the technologies used by RFG Associates

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Frequently Asked Questions Regarding RFG Associates

What is RFG Associates's official website?
RFG Associates's official website is www.rfgassociates.com
What is RFG Associates's Revenue?
RFG Associates's revenue is <$5 Million
What is RFG Associates's SIC code?
RFG Associates's SIC: 62,628
What is RFG Associates's NAICS code?
RFG Associates's NAICS: 52,523
How many employees does RFG Associates have?
RFG Associates has 1-10 employees
What industry does RFG Associates belong to?
RFG Associates is in the industry of: Finance, Securities Trading
What is RFG Associates competition?
RFG Associates top competitors include: LifeWorth Financial, Provident Wealth Management Group, Cornerstone Financial, Josten Financial
What technology does RFG Associates use?
Some of the popular technologies that RFG Associates uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact RFG Associates?
RFG Associates contact info: Phone number: (585) 383-4290 Website: www.rfgassociates.com
What does RFG Associates do?

RFG Associates, LLC is an independent financial services and wealth management firm that offers investment management, financial planning, retirement plan consulting, and risk management services. They prioritize honesty and integrity, ensuring that they act in their clients' best interests as fiduciary asset managers. With decades of experience, t... hey provide tailored recommendations to help clients build, manage, and preserve their wealth. Their intended clients include individuals seeking personalized financial strategies and support in achieving their financial goals.Read More

What are RFG Associates social media links?
RFG Associates Linkedin page RFG Associates Facebook page
Is RFG Associates a public company?
RFG Associates is private company therefore does not currently have an official ticker symbol
See more information about RFG Associates

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