RSG Financial Group Inc

Overview

RSG Financial Group Inc. is a California-based independent registered investment adviser operating as a corporation and owned by an individual. The firm combines advisory services with insurance and accounting activities, positioning itself to serve individual and family clients as well as some institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-assets-under-management component and hourly charges for select services. The firm is not structured as a multi-state adviser or a dedicated capital allocator, and it does not describe itself as an active ESG investor.

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