Our Strategic Partners

Over the years, our clients have turned to us for help with their investment management and financial planning. They mentioned wanting to work with professionals like us, that they trust and feel they can speak openly with regarding what they want their money to be able to do for them and their family. At RFS our goal has and always will be long term client retention, and a desire to provide products and services that support that objective.

Roosevelt Investments offers comprehensive and customized financial planning services to institutional and high net-worth individuals. Their Investment Counselors develop and implement customized investment advisory services based on each client’s goals, needs, and objectives

As a privately held, unaffiliated boutique investment management firm in Midtown Manhattan, they trace their roots back to 1971, when P. James Roosevelt, a cousin of former President Theodore Roosevelt, founded the investment advisory firm, P. James Roosevelt, Inc. Throughout their history they have maintained their emphasis on risk management in seeking capital protection over the long term. Today, their investment strategies span an array of domestic equity, fixed income, and balanced portfolios for individuals, institutions, endowments, foundations, and public funds. They view themselves as stewards of their clients’ capital, and believe their interests are closely aligned with those of their clients.

Visit Roosevelt Investments

New York

730 Third Avenue, 23rd Floor
New York, NY 10017


Rhode Island

4 Richmond Square, Suite 500
Providence, RI 02906-5117


RFS and Alliance Brokerage Corp. partner together to offer clients customized and comprehensive risk coverage. Alliance Brokerage provides many services, including all aspects of business insurance as well as personal property and casualty risk coverage.

Visit Alliance Brokerage

990 Westbury Road
Westbury, NY 11590-5309


RFS and Penn Pension Center have maintained a strategic alliance for over 30 years. Penn Pension provides our clients with cutting edge retirement plan designs, installation, and administration of various types of programs, such as profit sharing, 401(k), cross tested and defined benefit plans, etc.

2 Park Avenue Suite 300
New York, NY 10016