Overview

RMR offers comprehensive Financial Planning, Estate and Retirement Planning, Portfolio Management and Review, Retirement Plan Consulting, and Tax and Estate Planning. These various planning and management specialties are designed to help you build, manage, preserve and transfer your wealth. We also provide special services for College Planning, and perform Insurance Analysis and Aggregated Account Reporting.

Our goal on this site is to present practices looking to sell their book an opportunity to build upon a lifetime of work and trusting client relationships with a plan of succession.

Last Activity
6 months or more

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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Technology Solutions

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