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51-200 employees
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Financial Services
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1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242, US
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Our clients are our passion. And because we understand that every one of them is unique, we take the time to get to know who they are and what they want to achieve. We simplify the investment process from start to finish and include them. We then combine our knowledge of visionary investing with that intimate knowledge about who they are. We adapt and customize solutions to meet their specific investment goals—not ours. Our clients have grown to expect that, and as a result, we have built our practice on earning that trust. We are passionate about helping people. That may sound simple but we think that’s a good thing. We have the freedom to cultivate an environment that fosters deep relationships. And our clients are just as committed to us as we are to them. That level of devotion has no rival in our industry.
Financial Planning
Retirement Income Planning
Investment management
Education Planning
Tax Strategies
Insurance Planning
Estate & Legacy Planning
Charitable Giving
Trust Services
Executive Compensation Planning
For a list of states in which we are registered to do business, please visit www.reliance-financial.com.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Securities offered through LPL Financial. Member SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory Group, LLC, a registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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RFG Advisory Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
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The widely used RFG Advisory email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
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Bobby White is the CEO of RFG Advisory. To contact Bobby White email at [email protected] or [email protected]. Or you may call +1.8646725000 or +1.2053972450
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