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Harness the Power of R.F. Lafferty

As wealth accumulates the responsibility of managing and protecting it becomes more complicated.  You may not have the time nor energy required to personally oversee it.

As a small, private firm working closely with a short list of business owners and affluent families R.F. Lafferty is in a unique position to help you streamline the management of your investment portfolio and financial assets with the goal of producing superior after-tax returns.

We partner with a variety of providers to bring you a comprehensive suite of services including financial planning, investment management, college education planning, retirement planning, asset protection, insurance planning, cash management, and income planning.

As a independent broker / dealer & Registered Investment Advisor that does not offer proprietary products, R.F. Lafferty is free to choose from a broad range of financial products, including:

  • Equities
  • Preferred Equities
  • ETFs (Exchange Traded Funds)
  • Options
  • CDs, Money Markets and Cash Equivalents
  • Bonds and Fixed Income
  • Mutual Funds, Closed-End Funds
  • IRAs, 401K, 403B
  • Annuities; Fixed and Variable
  • Life, Disability, and Long Term Care Insurance
  • Structure Products
  • Separately Managed Accounts

With access to securities markets in over 30 countries, we can also integrate foreign stocks and bonds into your portfolio when it\\'s to your advantage.

To find out more about how a partnership with R.F. Lafferty might benefit you please e-mail us at wealthmanagement@rflafferty.com or call 800-221-8601 and ask to speak to a member of our Wealth Management Team.