R & R RETIREMENT SERVICES, INC

Overview

R & R Retirement Services, Inc. is a small, owner-operated advisory and insurance brokerage that serves individual and family clients. The firm runs discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Investment activity centers on pooled public funds—primarily mutual funds—combined with insurance products. Because the firm is also an insurance broker, annuity solutions are part of its client offering and are actively integrated into client plans. R & R Retirement Services, Inc. does not emphasize ESG investing and does not position itself as a multi-state or institutional pension consultant allocator.

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Investments & Alternatives

Location & Offices