Broker Check

(212) 818-0505

Reaching Your Goals Mickey’s Book, Regenerating Success Insurance Planning Business Planning
Healthcare Professionals

Healthcare Professionals

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Learn More
Business Owners

Business Owners

We offer a full range of investment and financial services and have access to a wide array of solutions.

Learn More
Strategic Partners

Strategic Partners

We have chosen to create an alliance with 1847 Private Client Group, since they share similar goals in financial planning and investment management.  We are excited to be able to provide such a great solution for our clients.

Learn More
RFS Mission

RFS Mission

Our Mission is to help our clients attain financial peace of mind by providing creative solutions. Our philosophy of exceeding expectations drives our talented team of professionals in providing a first class service experience resulting in long term client loyalty.

Learn More

"Financial freedom is available to those who learn about it and work for it.

Robert Kiyosaki

Tell Us How We Can Help You Today

Thank you! Oops!