
Reliance Financial Advisors, Llc
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- Reliance Financial Advisors was founded by Walter Grenda in 1986. We pride ourselves on:PROACTIVE versus PASSIVE STYLES ~ RFA abandoned the antiquated, passive buy & hold style and instead prides itself on actively managing money. For example, in 2008, when the S&P 500 was lost 36.1%, RFA had clients safely in fixed-income and bonds versus stocks due to warnings of a severe recession.TIMING THE MARKET ~ some say that an Investment Advisor should not attempt to time the market. But Reliance feels it is important to emphasize capital preservation regardless of a client investment objective. This said, we are of the opinion, as the World changes, chaos (political & social unrest, natural disasters, financial crises, ect.) will reign supreme. The tempo of todays market requires prompt attention and reactions. Hence our commitment to provide clients with an ACTIVE investment management.ACTIVE INVESTMENT MANAGEMENT ~ means frequent attention to portfolio holdings, as financial and economic trends seem to shift constantly. Active management does not mean we adhere to short term trading; instead we consider ourselves long-term traders. Meaning, we have willingness to make changes in client accounts, but only when changes make sense!FEE-BASED PLATFORM ~ as of March 2011, we have elected to align ourselves with TD Ameritrade, as custodian for all client accounts. It provides us access to their advanced investing platform, while keeping client transaction costs low.
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Headquarters:6200 Brooktree Rd Ste 105, Wexford, Pennsylvania, United States
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Phone Number: +1 724-934-3122
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Website: https://www.reliancefa.com
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Employees:4
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Revenue:$0 - 1M
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Legal Name:Reliance Financial Advisors, Llc
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| NAICS Code: 541213 |
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Frequently Asked Questions regarding Reliance Financial Advisors, Llc
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Where are Reliance Financial Advisors, Llc's Headquarters?
Reliance Financial Advisors, Llc's Headquarters are in 6200 Brooktree Rd Ste 105,Wexford,Pennsylvania,United States
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What is Reliance Financial Advisors, Llc's phone number?
Reliance Financial Advisors, Llc's phone number is +1 724-934-3122
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What is Reliance Financial Advisors, Llc's official website?
Reliance Financial Advisors, Llc's official website is https://www.reliancefa.com
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What is Reliance Financial Advisors, Llc's Revenue?
Reliance Financial Advisors, Llc's revenue is $0 - 1M
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What is Reliance Financial Advisors, Llc's NAICS code?
Reliance Financial Advisors, Llc's NAICS code is 541213
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How many employees are working in Reliance Financial Advisors, Llc
Reliance Financial Advisors, Llc has 4 employees
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What is Reliance Financial Advisors, Llc's Industry?
Reliance Financial Advisors, Llc is in the industry of Financial Services