Rand Financial Planning, LLC (RFP) offers financial planning services to individuals and families. These services include tax planning, cash flow management, retirement planning, investment allocation, estate planning, insurance review, education planning, and employee benefits. RFP does not manage investments; clients are responsible for implementing investment recommendations. Marjorie Rand is the sole member and Chief Compliance Officer.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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