Riverbend Featured in CNBC “New to investing? ‘Run’ to this tax-advantaged retirement account, says CFP” By Ryan Ermey If your workplace offers a 401(k) plan — and especially if they match up to a certain… Read More
Riverbend Featured in CNBC “New to investing? ‘Run’ to this tax-advantaged retirement account, says CFP” By Ryan Ermey If your workplace offers a 401(k) plan — and especially if they match up to a certain… Read More
Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.