Please use the calendar to schedule a free consultation with me, through phone or Zoom video.
30 Minute consultation call
Email confirmation will be sent to you
This free consultation will enable you to assess our services vs. your needs, and to learn how we can help you achieve retirement security.
New Paragrap
Main: 205-397-2450
Email: bagnew@rfgadvisory.com
Address: 1400 Urban Center Dr #475 Vestavia Hills, AL 35242
DISCLOSURE:
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Bob Agnew RFG Advisory and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless an RFG Advisory client agreement is in place.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy, FINRA/SIPC.
Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
Insurance products and services are offered through a number of insurance providers including RFG Solutions LLC, an affiliated company of RFG Advisory.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless an RFG Advisory client agreement is in place.