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    Reliance Financial Group

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    Description

    • Our clients are our passion. And because we understand that every one of them is unique, we take the time to get to know who they are and what they want to achieve. We simplify the investment process from start to finish and include them. We then combine our knowledge of visionary investing with that intimate knowledge about who they are. We adapt and customize solutions to meet their specific investment goalsnot ours. Our clients have grown to expect that, and as a result, we have built our practice on earning that trust. We are passionate about helping people. That may sound simple but we think thats a good thing. We have the freedom to cultivate an environment that fosters deep relationships. And our clients are just as committed to us as we are to them. That level of devotion has no rival in our industry.Financial PlanningRetirement Income PlanningInvestment managementEducation PlanningTax Strategies Insurance PlanningEstate & Legacy PlanningCharitable GivingTrust ServicesExecutive Compensation Planning For a list of states in which we are registered to do business, please visit www.reliance-financial.com. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities offered through LPL Financial. Member SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory Group, LLC, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
    • location

      Headquarters:1400 Urban Center Drive Suite 475, Vestavia Hills, Alabama, United States

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    • Reliance Financial Group phone

      Phone Number: +1 205-397-2450

    • Reliance Financial Group website

      Website: https://www.rfgadvisory.com

    • Reliance Financial Group employees

      Employees:113

    • Reliance Financial Group revenue

      Revenue:$10 - 50M

    • Reliance Financial Group legal name

      Legal Name:Reliance Financial Group

    • Reliance Financial Group's Social Media

      Reliance Financial Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 541611  |

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    Person level website identification

    President for Reliance Financial Group

    Joe Stover

    President

    Person level website visitor identification

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    View Employees

    Joe Stover

    President

    Rick Wedell

    Chief Investment Officer

    Rohit Lobo

    President

    Shannon Spotswood

    President

    Victoria Scoles

    Chief Compliance Officer

    Frequently Asked Questions regarding Reliance Financial Group

    • Where are Reliance Financial Group's Headquarters?

      Reliance Financial Group's Headquarters are in 1400 Urban Center Drive Suite 475,Vestavia Hills,Alabama,United States

    • What is Reliance Financial Group's phone number?

      Reliance Financial Group's phone number is +1 205-397-2450

    • What is Reliance Financial Group's official website?

      Reliance Financial Group's official website is https://www.rfgadvisory.com

    • What is Reliance Financial Group's Revenue?

      Reliance Financial Group's revenue is $10 - 50M

    • What is Reliance Financial Group's NAICS code?

      Reliance Financial Group's NAICS code is 541611

    • How many employees are working in Reliance Financial Group

      Reliance Financial Group has 113 employees

    • What is Reliance Financial Group's Industry?

      Reliance Financial Group is in the industry of Financial Services

    • Who is Reliance Financial Group's President?

      Reliance Financial Group's President is Joe Stover

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