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River Financial Group LLC

Listing ID: 743084 2026-08-21

Categories Business & Services
River Financial Group LLC

275 Grove Street, Suite 2-400, Newton, MA - 02466

Phone
8887141646
Website
https://riverfg.com/
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Business description

River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every service we offer. We bring retirement modeling, public benefits integration, estate coordination, governance design, and insurance strategy into one cohesive plan. Led by Leo Rotman, CFP, and Eric Jorgensen, CFP, both fathers who understand this journey firsthand, River serves families across the Eastern Seaboard, including Massachusetts, Connecticut, New York, Maryland, Washington DC, and Florida. Our goal is simple: a plan families can count on, so their loved one will be okay when they are gone.

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Frequently asked questions

Where is River Financial Group LLC located?

River Financial Group LLC is located at 275 Grove Street, Suite 2-400, Newton, MA - 02466.

How can customers contact River Financial Group LLC?

Customers can contact River Financial Group LLC by phone at 8887141646.

Does River Financial Group LLC have an official website?

Yes, the official website of River Financial Group LLC is https://riverfg.com/.

Is River Financial Group LLC active on social media?

Yes, River Financial Group LLC is active on Facebook.

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