RMR Wealth Strategies & Insurance Solutions
Unlocking your financial potential and helping you create a truly extraordinary life.
Being Prepared
Don’t Wait For A Great Opportunity, Make It Happen
Welcome to RMR Wealth Strategies, a financial practice dedicated to help individuals and businesses achieve their financial goals through New York Life, NYLIFE Securities LLC, and Eagle Strategies LLC. I am committed to providing personalized advice and tailored solutions to meet each client’s unique needs.
Whether you’re looking to grow your wealth, protect your assets, or plan for retirement, I have access to a vast array of home office consultants who have the expertise and resources to help you succeed. We are pleased to offer a wide range of services, including investment management, insurance planning, and retirement planning. We’re here to help you understand your options so you can plan your financial future with greater clarity and confidence.
Our Services
How Can We Help
No matter what phase of life you are in, being prepared is essential. Take a look at the strategies and plans that people like you typically prioritize to be ready for anything.
Holistic Financial Planning Services
As an Eagle Strategies Financial Advisor, I work with clients to understand their goals and explore life insurance options that align with their priorities and budget. My role is to provide information and guidance so you can make informed decisions about the coverage that best fits your situation
Securities Services
As an Eagle Strategies Financial Advisor, I offer investment advisory services and securities solutions tailored to your goals and experience level. Whether you’re new to investing or looking for ongoing guidance, I provide information and support to help you make well-informed decisions
Wealth Management
As an Eagle Strategies Financial Advisor, I understand that each investor has their own goals, risk considerations, and time horizon. I offer investment advisory services designed to help clients explore strategies that align with their individual objectives
Protection Solutions
I offer information on a variety of insurance options, including life insurance, disability insurance, and long-term care insurance. I can provide general guidance to help you understand how these solutions work so you can make informed decisions based on your own needs and priorities
Our Purpose
We Help Manage Your Wealth, Protect Your Assets, And Plan For The Future.
As an Eagle Strategies Financial Advisor, I provide personalized support to help you make informed decisions about managing your assets and preparing for the future.
Contact Us
Address:
801 North Brand Blvd, Penthouse Suite
Glendale, CA 91203
Email: rick@rmrwealstrategies.com
Phone Number: (818) 326-9358