Business Hours
Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
River Financial Group, LLC Verified by Soci
Listed In: Financial Planning
River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every service we offer. We bring retirement modeling, public… River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every service we offer. We bring retirement modeling, public benefits integration, estate coordination, governance design, and insurance strategy into one cohesive plan. Led by Leo Rotman, CFP, and Eric Jorgensen, CFP, both fathers who understand this journey firsthand, River serves families across the Eastern Seaboard, including Massachusetts, Connecticut, New York, Maryland, Washington DC, and Florida. Our goal is simple: a plan families can count on, so their loved one will be okay when they are gone. Read more
River Financial Group, LLC
275 Grove St, Suite 2400, Newton, MA
275 Grove St, Suite 2400, Newton, MA