R & R Financial Planners, Inc.

R & R Financial Planners, Inc. (CRD# 113291) is a financial advisory firm headquartered in East Meadow, NY. They manage $17,103,000 in 211 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $81,057
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at R & R Financial Planners, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Albert Akerman
CRD#: 1699114
1802 Hempstead Turnpike, East Meadow, NY 11554
93
Wealthminder
score

Albert Akerman (CRD# 1699114) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 6 years of experience in the finance industry.

2
Anthony Rosa
CRD#: 5676073
1802 Hempstead Turnpike, East Meadow, NY 11554
93
Wealthminder
score

Anthony Rosa (CRD# 5676073) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 7 years of experience in the finance industry.

3
William V. Romeo
CRD#: 1041846
1802 Hempstead Turnpike, East Meadow, NY 11554
86
Wealthminder
score

William Romeo (CRD# 1041846) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 32 years of experience in the finance industry. William Romeo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ronald L. La Serra
CRD#: 5359267
1802 Hempstead Turnpike, East Meadow, NY 11554
84
Wealthminder
score

Ronald La Serra (CRD# 5359267) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 9 years of experience in the finance industry.

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