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About R. F. LAFFERTY & CO., INC.
R. F. LAFFERTY & CO., INC. (R. F. LAFFERTY & CO., INC.) is a leading financial services company that specializes in providing expert financial guidance to its clients. With over 50 years of experience in the industry, R. F. LAFFERTY & CO., INC. has become a trusted partner for individuals and businesses looking to secure their financial future.
How the Advisor Helps Clients – Key Takeaways
- Expert financial guidance
- 50+ years of industry experience
- Trusted partner for individuals and businesses
Facts and Insights
As of December 2020, R. F. LAFFERTY & CO., INC. has $2 billion in assets under management, 22 advisors, and has been in business for 50+ years.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2 billion | 22 | 50+ |
Financial Services Offered
R. F. LAFFERTY & CO., INC. offers a wide range of financial services to its clients, including:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Insurance services
Client Types
R. F. LAFFERTY & CO., INC. works with a diverse group of clients, including:
- Individuals
- Businesses
- Institutions
- Non-profit organizations
Fees & Compensation
R. F. LAFFERTY & CO., INC. charges fees based on a percentage of the assets under management for their investment management services. Fees for other services are discussed and agreed upon with each individual client.
Background
R. F. LAFFERTY & CO., INC. was founded in 1963 by Raymond F. Lafferty. The company has grown over the years to become a leading financial services provider, known for its personalized and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
R. F. LAFFERTY & CO., INC. holds itself to high standards and follows all regulations set by relevant financial authorities, such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).