
License Verified:
License: 1980112
Investment Adviser Public Disclosure Database, SEC
RLR Wealth Management
Business Description
RLR Wealth Management of Janney Montgomery Scott, LLC is a fee based financial planning focused practice that guides its clients through the steps of identifying, securing, and growing their financial future. It caters to clients in Greensboro, NC and the surrounding areas and is located at 701 Green Valley Rd, STE 301, Greensboro. It offers financial planning, investment management, retirement planning, estate planning and insurance planning to individuals and businesses looking to manage or improve their finances to meet their needs and goals. The practice is led by Executive Vice President, Financial Advisor Robert Rose, who holds the Accredited Investment Fiduciary® (AIF®) designation and Vice President, Financial Advisor John Riley, who holds the Accredited Asset Management Specialist (AAMS®) and CERTIFIED FINANCIAL PLANNER™(CFP®) designations. Janney Montgomery Scott LLC. Member: NYSE, FINRA, SIPC
License Verified:
License: 1980112
Investment Adviser Public Disclosure Database, SEC