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Amy A. Ryan
Vice President Operations at Rdg Wealth Management,
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Work Experience
Vice President Operations
Jul 2023 - Present · 1 years and 6 months
Halleran Financial Group
Client Relationship Manager
Aug 2016 - Jul 2023 · 6 years and 11 months
Advertising Sales Manager
Nov 2014 - Jun 2018 · 3 years and 7 months
Company Details
We are building a true one-stop shop for our clients, where they can get anything from their financial planning to their taxes to their group benefits taken care of, whether you have individual or business related planning needs. All of these services are offered under one roof, which makes it easier and more convenient for our clients. Whether your needs are related to Asset Management, Risk Management, Comprehensive Financial Planning, or you need more of a Family Office White Glove service, RDG Wealth Management can support you in all areas. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investments Research Advisors, Inc., a Registered Investment Adviser. RDG Wealth Management and Cambridge are separate entities, independently owned and operated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
10 Winthrop Street Rochester, NY 14607, US
Keywords
Financial PlanningEstate PlanningAsset ManagementTax PlanningLifeDisabilityLTC Insurance PlanningPayrollBenefitsCollege Planning
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