Riverside Financial Group

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

15 Wilmot Ln, Riverside, Connecticut, 06...

Phone Number

(203) 409-6253

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Riverside Financial Group

Riverside Financial Group, LLC is an independent financial advisory firm that partners with Cambridge Investment Research Advisors, Inc. to provide family office level services to individuals and organizations. They focus on delivering personalized investment management, financial planning, and risk protection tailored to clients' unique needs and goals. The firm emphasizes building strong, sustainable client relationships through a structured process of discovery, design, and delivery. Their mission is to help clients achieve their financial and life goals while adhering to the principles of integrity and commitment.Explore more
Riverside Financial Group's Social MediaPopular SearchesRiverside Financial Group LLCRiverside Financial GroupRiverside Financial Group - HomeRiverside Financial Group - IncRiverside Financial Group LtdSIC Code 62,628NAICS Code 52,523Show more

Riverside Financial Group Org Chart

PhoneEmail
DC
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Vice President, Client Advocacy

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Riverside Financial Group

<$5M
1-10
Private
-
2012
DC
David CallahanVice President, Client Advocacy
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2014
HS
Holly SherrerFinancial Advisor
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
CB
Christopher BarovichBusiness Partner & Managing Field & Osj Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Riverside Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Riverside Financial Group Tech Stack

A closer look at the technologies used by Riverside Financial Group

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Frequently Asked Questions Regarding Riverside Financial Group

What is Riverside Financial Group's official website?
Riverside Financial Group's official website is www.rfginvest.com
What is Riverside Financial Group's Revenue?
Riverside Financial Group's revenue is <$5 Million
What is Riverside Financial Group's SIC code?
Riverside Financial Group's SIC: 62,628
What is Riverside Financial Group's NAICS code?
Riverside Financial Group's NAICS: 52,523
How many employees does Riverside Financial Group have?
Riverside Financial Group has 1-10 employees
What industry does Riverside Financial Group belong to?
Riverside Financial Group is in the industry of: Finance, Securities Trading
What is Riverside Financial Group competition?
Riverside Financial Group top competitors include: Copper Canyon Wealth Management, Focus Financial Network, Stockade Wealth Management, Camerio
What technology does Riverside Financial Group use?
Some of the popular technologies that Riverside Financial Group uses are: WordPress.org, PHP, Smarsh, GoDaddy DNS
How do I contact Riverside Financial Group?
Riverside Financial Group contact info: Phone number: (203) 409-6253 Website: www.rfginvest.com
What does Riverside Financial Group do?

Riverside Financial Group, LLC is an independent financial advisory firm that partners with Cambridge Investment Research Advisors, Inc. to provide family office level services to individuals and organizations. They focus on delivering personalized investment management, financial planning, and risk protection tailored to clients' unique needs and... goals. The firm emphasizes building strong, sustainable client relationships through a structured process of discovery, design, and delivery. Their mission is to help clients achieve their financial and life goals while adhering to the principles of integrity and commitment.Read More

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

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