Rivertown Financial, LLC

Rivertown Financial, LLC

New
Offers online services
New
Offers online services

About

http://www.rivertown-financial.com/

www.linkedin.com/in/leahwestrivertownfinancial

Rivertown Financial, LLC is a full service wealth management firm experienced to help clients navigate their financial future and freedom. Your financial wellness will be supported by a firm who is honest and trustworthy. Most of our clients have been with us for more than 25 years, and have come to rely on our consultative approach to wealth management.

The four principles upon which we have built our business and will continue to uphold are:

Trustworthy: We conduct business in a forthright and honest manner. We are committed to developing long-term relationships and earning our clients' trust.

Accommodating: We strive to understand the unique life situations of each individual client and provide service and flexibility to meet our clients' needs.

Ethical: We conform to the principles of conduct governing the financial advisement and we are accountable for everything we do.

Committed: We are dedicated to supporting our clients in achieving their financial goals and keeping our clients' on track to realize their financial freedom.


Highlights

Hired 1 time
2 employees
31 years in business
Serves Lambertville , NJ
Offers online services

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    Frequently asked questions

    www.rivertown.financial

    www.linkedin.com/in/leahwestrivertownfinancial

    President /Independent Wealth Manager

    Rivertown Financial, LLC

    Dates Employed2003 – Present

    Employment Duration17 yrs

    Lambertville, New Jersey

    Rivertown Financial, LLC offers comprehensive financial consulting services to help you achieve your financial dreams.

    -Retirement planning - 401k/IRA rollovers, pension planning and reallocation, annuities

    -Income Planning

    -College planning

    -Risk Management and Asset Protection

    -Investment Consulting

    -Estate planning - tax consequence assessment, distribution options

    -Family legacy planning

    -Life insurance - family plans, individual term and whole life policies

    -Health insurance - medicare supplemental plans, small business health plans, multiple employer trusts

    -Eldercare and Long-term care insurance

    -Disability income insurance

    -SOS (Second Opinion Service)

    Securities offered through Cadaret Grant & Co., Inc., Member FINRA/SIPC Rivertown Financial, LLC and Cadaret, Grant & Co., Inc. are separate entities.


    Services offered

    Financial Services And Planning