Who are the clients of the Rivlin Group?
They are a community of people who won’t settle for the status quo.
They need more than the impersonal treatment clients often receive from larger financial institutions.
They are families, individuals, young entrepreneurs, established industry leaders, all like-minded and focused on similar goals – financial success and ongoing security for their families, their businesses, and themselves.
To truly achieve this, they realize that tax solutions are about more than completing a one-time event in April, wealth management solutions are about more than getting ready for retirement, and financial technology solutions are about more than picking software off the shelf, plugging it in and hoping for the best. They demand more, and we are always growing our expertise, broadening our experience, and adding new tools and resources to meet this demand.