RFG is a financial services firm known for its specialized team and the personalized advice and guidance given to clients to help them build financial security.
Metuchen, NJ
Joined April 2019
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Starting in 2025, employers can match student loan payments with retirement contributions, boosting financial wellness without extra cost to employees. Learn how to implement this dual-benefit program effectively: bit.ly/3HfQVBE #studentloanmatch
Looking for guidance on retirement? Register here: zoom.us/meeting/register/lZE…
Another smashing success for the Annual RFG Women's Event! As always, our (birthday girl!) shining star Annmarie Woods lead an engaging, informative, and fun evening. Thank you to all who came out, it was a blast! We hope to see you next year.
From tariff uncertainty to market swings, volatility was the name of the game. Read what Chris Fasciano, chief market strategist, Investment Management & Research, has to say about what this means for your portfolio in the months ahead. bit.ly/3FLKdTc #marketoutlook
We are thrilled to announce a new addition to our team! Amanda Vasta has joined us as our Practice Manager. Outside of the office, you can find her and her husband on the sidelines of their kids' many sporting events. Welcome, Amanda! We are lucky to have you on board.
Kate Reilly was named Partner in her tenth year at the firm. Kate says, ““I am unbelievably excited to dedicate ‘myself to guiding my clients, both current and future, throughout their financial journeys.”
January is the time for goal setting. As you look forward to the new year, consider "more time with family" as one of your goals. It's always a great investment.
My granddaughter Maeve can agree!
