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Rehmann Financial
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Rehmann Financial is a financial management company offering you comprehensive
advice in all areas of your financial life. Whether you’re in need of personal financial planning, or looking for the
right combination of benefits to offer your employees, our professionals work with you to develop the financial plans
and strategies to meet your short-term and long-term objectives.
For the safety and confidence of investors, the investment industry is one of the most highly regulated
of any industry. Safety of our clients' financial data is so important to us, we
have a full-time professional on staff to ensure that our firm is meeting and exceeding all the rules
and regulations required. Nancy Walls, our Chief Compliance Officer, constantly monitors both our
processes and our advisors to ensure that the highest quality of care is taken with all our clients.
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JEFF PHILLIPS ON MONEY MONDAY
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IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
* Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.
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