Financial Services

RJR Financial Firm is an independent registered investment advisory firm, not a broker-dealer. We’re fee-based as opposed to commission-based, so we have no reason to push one product over another. We have a fiduciary responsibility to our clients, and we do not take this lightly. We have been providing Financial Services to Orange County’s communities (Orange, Costa Mesa, Santa Ana, Irvine, Laguna Beach and Newport Beach) for more than 20 years.  We are not in the business of selling products, but of becoming our clients trusted advisor.

RJR Financial Firm is committed to helping individuals and families work towards achieving their financial goals with investment management and financial planning guidance. We believe in helping to provide our clients with clear solutions in today’s complex world.

Financial Services: