RBJ Financial Group is an independent financial services firm based in Bala Cynwyd, Pennsylvania. The company provides personalized, comprehensive financial planning and wealth management services to individuals, families, and business owners. Their core services include investment management, retirement planning, insurance and risk management, and estate planning. They operate as an affiliate of LPL Financial, utilizing its platform for securities and advisory services, while maintaining a client-centric approach focused on building long-term relationships.

Founded in

United States