Founded in 2014, R2 Financial Strategies is a team of 3 advisors specializing in holistic financial planning. With over 50 years of combined experience, we offer a wide range of expertise and a multitude of professional designations and licenses.
We develop customized plans for individuals, families, and business owners. Utilizing both internal and external resources, we are uniquely positioned to assist you with:
Retirement Income Planning
By helping our clients articulate what is truly important to them, we are able to crystalize their priorities and align them with the correct financial strategies to help them realize their goals. We utilize the best tools available to continuously analyze and monitor their personalized solutions in order to deliver optimal results and financial peace of mind.
At R2 Financial Strategies we are passionate about what we do. Whether you are an individual concerned about securing a conformable retirement or a business owner seeking to be more efficient in your planning, we would love to have the opportunity to serve you.
If you would like to learn more about R2 Financial Strategies, please let us know.
Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed Insurance Agency, and a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities and Eagle are New York Life Companies.