Overview

A brief description of our business
REGENCY FINANCIAL GROUP (RFG) is a financial planning, investment advisory, and wealth management firm established in 1995, which assists clients in every aspect of their financial life, including asset management, financial management, financial planning, portfolio management, retirement planning, estate planning, tax planning, and wealth management.

What we hope to accomplish on the site
To find healthy AUM businesses to buy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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