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Free Gift Card

R Group Financial has been serving the Twin Cities area for over 30 years. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:

  • Comprehensive Financial Lifestyle Planning
  • Legacy, Estate, and Philanthropy Planning
  • Tax Minimization Strategies
  • Risk Management and Asset Protection
  • Enhanced Portfolio Reporting
  • Frequent Communication and Education
  • VIP Access to Private Client Events

Schedule Your Second Opinion

Submit your name, email, and phone to get a second opinion on your current financial portfolio schedule an in-office, no obligation consultation and receive your $75 gift card.

* $75 gift card offer for new clients only with scheduled appointment.