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Our Partners

From experience, RFS has learned that creating a professional circle of influence in a particular market helps everyone. Our clients turn to us for many other areas of support because of our experience and collaborative approach. With many long-time strategic partners in investment management, pension design and administration, and property casualty needs, we can help ensure that you are covered for all suitable risks.

Wealth Management


We have long-term strategic alliances with firms that focus on financial planning and investment management for affluent individuals and families as well as retirement plans at companies. These firms, like RFS, focus on long term client retention and goal to exceed expectations. (Financial planning process identifies your situation, in terms of goals, identifies and evaluates alternatives and puts together and implements a plan of action.)

Retirement Plans

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.

Property Casualty

We have long-term strategic alliances with firms that assist in personal and commercial coverage. They operate with similar philosophies to RFS, where your problem is their problem ‘til there is no problem. We will be more than happy to make an introduction when appropriate.

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