RLR Wealth Management of Janney Montgomery Scott
Why pick this one
RLR Wealth Management provides retirement, estate, investment, and insurance planning in Greensboro, the Triad, and nationwide.
Best for
- Retirement income and lifestyle planning
- Families seeking estate and legacy planning
- Individuals needing customized investment management
- Clients seeking insurance planning alongside broader financial planning
- Clients in Greensboro, the Triad region, or elsewhere in the United States
Specialties
- retirement planning
- estate planning
- insurance planning
- customized investment strategies
- legacy planning
Certifications
- Janney Montgomery Scott LLC
- AIF®
- AAMS®
- CFP®
- CRPC®
What makes them different
- Serves individuals, families, and retirees in Greensboro, the Triad region, and nationwide
- Team led by Robert T. Rose and John E. Riley IV
- Named to the Forbes 2025 and 2026 Best-in-State Wealth Management Teams lists
- John Riley named to the Forbes 2026 Best-in-State Next-Gen Wealth Advisors list
- Provides 24/7 secure client account access through Janney's online portal and mobile app
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 701 Green Valley Rd Ste 301, Greensboro, NC 27408
- Phone
- 3365103301
- Website
- https://advisor.janney.com/rlrwealthmanagement?...
- rlrwealth@janney.com
Services
- financial planning
- investment management
- wealth management
- retirement planning
- estate planning
- insurance planning