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Robert Wilson

RJ Advisor, LLC
Investment Advisor

Contact Information:

19 Marys Lane
Southampton, NY 11968
United States
T: 631-871-4945
www.rjadvisor.com

Clients I'm Seeking:

 

We are looking for individuals and small business who seek complete financial advice to enable them to meet their financial goals and increase their net worth to provide their desired lifestyle for their families and themselves.

About My Business:

 

RJ ADVISOR, LLC is a registered investment advisor who provides complete financial management for small businesses and individuals using a real-time active control system. The system uses a financial plan, and budget to follow the client’s financial goals and ensure the clients finances are in compliance with the plan that has been established for them. The system monitors the client’s finances 24 hours a day seven days a week and provides both positive and negative alerts about the client’s financial condition. The system is able to track compliance in real time by being connected to all of the client’s financial accounts electronically. The system detects any accounts that have caused the plan to become unbalanced and alerts the clients RJ Advisor representative. The representative is then able to contact the client and discuss solutions to reestablish compliance. Clients are alerted by phone, text message or e-mail and are able to choose the alert method. Clients may try the system for 30 days without an obligation. Thereafter the client pays a one-time setup fee and a monthly management fee based on assets under management. RJ Advisor manages all investment accounts in-house based on the research and asset allocation of our portfolio management team. Clients stay connected with their representative from their personalized homepage using the direct connect system that is similar to Skype. To be connected to a financial advisor click on the free trial link.

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