R & R Financial Planners, Inc.

R & R Financial Planners, Inc. (CRD# 113291) is a financial advisory firm headquartered in East Meadow, NY. They manage $38,905,000 in 214 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1802 Hempstead Turnpike, East Meadow, NY 11554
https://www.randrfinancialplanners.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $181,799
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
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, financial advisor East Meadow NY
Albert Akerman
CRD#: 1699114
1802 Hempstead Turnpike, East Meadow, NY 11554

Albert Akerman (CRD# 1699114) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 14 years of experience in the finance industry.

2
William Romeo, financial advisor East Meadow NY
William V. Romeo
CRD#: 1041846
1802 Hempstead Turnpike, East Meadow, NY 11554

William Romeo (CRD# 1041846) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 39 years of experience in the finance industry.

3
Anthony Rosa, financial advisor East Meadow NY
Anthony Rosa
CRD#: 5676073
1802 Hempstead Turnpike, East Meadow, NY 11554

Anthony Rosa (CRD# 5676073) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 14 years of experience in the finance industry.

4
Tara Romeo, financial advisor East Meadow NY
Tara Romeo
CRD#: 7202257
1802 Hempstead Turnpike, East Meadow, NY 11554

Tara Romeo (CRD# 7202257) is an Investment Advisor Representative working at R & R Financial Planners, Inc. in East Meadow, NY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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