Name: River Financial Group, LLC
Address: 275 Grove St, Newton, MA, 02466, US
Telephone: (888) 714-1646

General Description

River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every service we offer. We bring retirement modeling, public benefits integration, estate coordination, governance design, and insurance strategy into one cohesive plan. Led by Leo Rotman, CFP, and Eric Jorgensen, CFP, both fathers who understand this journey firsthand, River serves families across the Eastern Seaboard, including Massachusetts, Connecticut, New York, Maryland, Washington DC, and Florida. Our goal is simple: a plan families can count on, so their loved one will be okay when they are gone.

Business Hours

Sunday	closed
Monday	09:00 AM	05:00 PM
Tuesday	09:00 AM	05:00 PM
Wednesday	09:00 AM	05:00 PM
Thursday	09:00 AM	05:00 PM
Friday	09:00 AM	05:00 PM
Saturday	closed

Location & Map

River Financial Group, LLC

275 Grove St Suite 2400
Newton, MA 02466

(888) 714-1646

Driving Directions

River Financial Group, LLC

Financial Planner in Newton

275 Grove St Suite 2400 Newton MA, 02466

(888) 714-1646

General Description

Business Hours

Location & Map

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