The Rivlin Group, PC

Who are the clients of the Rivlin Group? They are a community of people who won’t settle for the status quo. They need more than the institutional treatment clients often receive from larger financial institutions. They are families, individuals, young entrepreneurs, established industry leaders, all like-minded and focused on similar goals – financial success and ongoing security for their families, their businesses, and themselves. To truly achieve this, they realize that tax solutions are about more than completing a one-time event in April, wealth management solutions are about more than getting ready for retirement, and financial technology solutions are about more than picking software off the shelf, plugging it in and hoping for the best. They demand more, and we are always growing our expertise, broadening our experience, and adding new tools and resources to meet this demand. Does this description sound like you? If it does, you’ve come to the right place. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and The Rivlin Group, PC are not affiliated. Cambridge Investment Research, Inc. does not offer legal or tax advice. The Rivlin Group, PC., as a CPA firm does offer tax advice.

网站

https://www.rivlin-group.com

The Rivlin Group, PC的外部链接

所属行业

金融服务

规模

2-10 人

总部

Owings Mills，Maryland

类型

私人持股

创立

2016

领域

accounting、wealth management、family office和tax