Our Services

TR Financial Group offers comprehensive wealth management services.  These services range from individual and corporate investment management to highly complex estate planning. 

While our primary role is investment management, we believe it is essential to coordinate our clients’ investment strategies with their overall financial situation, working with their accountants and attorneys when developing a plan.

When working with any client, we first employ four basic principles to constructing their portfolios: establish goals, build an asset allocation model, select appropriate investment vehicles, then monitor the performance. 

What each client ends up with is a portfolio that is highly customized to their respective needs.  Our independence allows us to construct these portfolios completely devoid of any particular bias to one product or company.

Our approach utilizes a wide range of products, from individual stocks and bonds, mutual funds and limited partnerships, to life insurance and long term care.

Our goal is to build both a professional and personal relationship with our clients. We offer both accessibility and accountability to our clients, with the ultimate goal of building a long-term, enduring relationship.

*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, SIPC.

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