RFC Financial Planners

Financial Services • Superior, Michigan, United States • 11-20 Employees

Company overview

Headquarters	5263 Plymouth Rd, Ann Arbor, Michigan 48105, US
Website	rfcplan.com
NAICS	52
Keywords	Risk Management, Financial Planning, Business Consulting, Investment Management
Founded	2002
Employees	11-20

Key Contacts at RFC Financial Planners

Bryan Bruce

Director Of Operations

Elizabeth Allen

Director Of Special Projects

Bob Claussen

Owner

RFC Financial Planners Email Formats

RFC Financial Planners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About RFC Financial Planners

Comprehensive financial planning and investment management are our areas of focus. At RFC Financial Planners, we help to organize and simplify the financial lives of our clients. Our role is to coordinate all the members of your professional team, making sure everyone is moving in the same direction….your direction, providing you with a comprehensive financial planning experience. Whether you are looking to manage risk or grow protect your weath, reduce taxes, or just alleviate stress, we want you to feel comfortable, confident, and in control of your finances. Our clients come from all walks of life, and for all types of reasons. Two examples of what we deliver to our clients include unbiased guidance regarding retirement planning and fee-based investment management. Securities offered through Cetera Advisor Networks LLC. Member FINRA/SIPC (www.finra.org and www.sipc.org) investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor, Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM. LLC as to accuracy or completeness.

RFC Financial Planners revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

RFC Financial Planners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

RFC Financial Planners has never raised funding before.

RFC Financial Planners Tech Stack

Discover the technologies and tools that power RFC Financial Planners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Cloudflare Bot Management

Security

Gravity Forms

Form builders

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

MySQL

Databases

Wistia

Video players

WP Engine

Hosting

Frequently asked questions

RFC Financial Planners is located in Superior, Michigan, US.

RFC Financial Planners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

RFC Financial Planners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.