Founded by Ed Rey, an advisor since 1987, Rey Financial Group is an independent financial services firm dedicated to helping clients achieve their long-term financial goals. The company specializes in creating personalized financial plans that encompass investment management, retirement planning, estate planning, and risk management. They operate with a client-centric philosophy, emphasizing education and personalized strategies. It is important to note that their securities and investment advisory services are offered through their affiliation with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS).

Founded in

India