Client Service

Our main focus is to evaluate and prioritize all of your financial affairs such as assets, debts, insurance plans, and work related benefits to address your financial goals. The financial experts at RNR securities will carefully evaluate a myriad of financial strategies to help you create a portfolio tailor-made to your specifications. We will explain all the possibilities in simple-to-understand terms and work closely with you every step of the way in developing and maintaining your plan.

We review each client's current portfolio, financial goals, and risk tolerance to help them build and maintain a portfolio suitable to their comfort level and time horizon. With decades of experience in the industry, we will evaluate your portfolio, make recommendations based on your objectives, and help you build and investment portfolio tailor-made to your individual needs.

We take the emotional decisions out of retirement and pension planning by working, within your comfort level to plan for a properly funded retirement. We can analyze your assets and give the range of income you can expect to have accumulated at retirement as well as alternative outcomes based on different strategies you may not be employing now.

Funding your child's education is one of the most important facets to any parent's financial plan. We help our clients plan for their loved-ones educations by utilizing a number of strategies and attempting to maximize tax-benefits in the process.

Often put off until it's too late, estate planning is a critical component in establishing financial security for your future and the future of your loved ones. We'll assist you in all aspects of estate planning to ensure that you and your family are secure in the years to come.

We'll make sure you have the right mix of health, disability, and mortgage insurance to protect your dependents, home, estate, and other assets. We'll also evaluate cost effectiveness of various group plans.

Choose from a wide variety of funds. As part of our services, we provide annual reviews of fund performance.

Residents can receive interest that is not subject to Federal tax, State tax, or City income tax.

Offer living benefit guarantees. All companies are solely responsible for its financial condition and contractual obligation.