Rg Capital
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- -- One of the nations largest dental/medical-specific wealth management firms -- Strategy / Strategic Planning Financial / Wealth Management Operations & Expansions Risk Management Work closely with third-party administrators to create custom retirement plans (401k safe harbor match with profit sharing and definedbenefit plans) for our business owners Develop and present annual seminars and financial education to potential dental clients Lead gap analysis (manage cash flow, insurance, asset allocation, savings plans, team up with CPA for tax strategies, assess risk tolerance) with new and existing clients. Advise major clients on financial investment, asset management, and insurance strategies.
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Headquarters:9845 E Bell Rd Ste 140 , Scottsdale, Arizona, United States
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Phone Number: +1 480-612-6400
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Website: https://www.rgcapital.net
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Employees:22
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Revenue:$1 - 10M
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Legal Name:Rg Capital
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Rg Capital's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Rg Capital
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Where are Rg Capital's Headquarters?
Rg Capital's Headquarters are in 9845 E Bell Rd Ste 140 ,Scottsdale,Arizona,United States
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What is Rg Capital's phone number?
Rg Capital's phone number is +1 480-612-6400
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What is Rg Capital's official website?
Rg Capital's official website is https://www.rgcapital.net
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What is Rg Capital's Revenue?
Rg Capital's revenue is $1 - 10M
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What is Rg Capital's NAICS code?
Rg Capital's NAICS code is 523930
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How many employees are working in Rg Capital
Rg Capital has 22 employees
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What is Rg Capital's Industry?
Rg Capital is in the industry of Financial Services
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Who is Rg Capital's CEO?
Rg Capital's CEO is Josephine Cullen-Cronshaw