THE BEST CUSTOMER EXPERIENCE
IS WHAT WE ALWAYS STRIVE FOR.
Tax alone is a complicated matter, Albert Einstein has once said “The hardest thing to understand is income taxes”. Tax codes has gotten exponentially more complicated since Einstein days. However, one thing most people overlook is the relationship between taxes and financial products that work together, and if utilize correctly, can save tax payers tens of thousands of dollars each year. It was the discovery of the lack of knowledge in this area, motivated us to start this company to provide services to our clients. We have extensive knowledge in tax and personal finance products, thus able to provide a comprehensive financial view to our clients.
PERSONALIZED ADVISORY TAILORED TO YOUR NEED
Your goals are unique, your risk tolerance level is different than your neighbor. That's why we provide personalized advisory that's tailored to your needs.
We're in it with you for the long-term! (We do not like the experience of frequent turn-overs in big shops, nor do we like the sales pressures upon those advisers, they all negatively impact your experience)
Our goal at RNR Financial Services is to increase the saving rate of the American people. Your best interest is always our top priority.
Licensed CPA plan and file your taxes.
Tax planning could save you thousands!
Comprehensive planning for your financial wealth includes retirement planning, college fund planning, life event change planning, etc. all prepared by a board certified financial planner.
TEAM RNR
RACHEL
CPA CFP®
Originally from Fujian, China, Rachel grew up in the States and earned her undergraduates in Engineering dual degree. Although her daytime job was at a technology firm, she found herself increasingly interested in personal finance and tax. She eventually went for a master program at UNC-Chapel Hill after her five-year stint at the tech firm. After masters degree, she started to work for a well known wall street firm, and gained much more experience in tax and investment.
Rachel currently lives with husband and their son in New York City. She enjoys cooking and reading and spending time with her family.
D
STAFF ACCOUNTANT
info coming soon...
LEIGHANN
CPA
Leighann graduated with an accounting degree more than 15 years ago and specialized in small business tax and everything around real estate property management.
Leighann currently lives in Charlotte NC with her husband and two children. She enjoys spending time with her family and a foodie herself as well, so you might spot her in one of the restaurants in Charlotte.
RICKY
TECHNOLOGY ADVISER
Ricky has worked for various technology firms throughout his career. He is the magic hand behind our secured data storage and office network.
Ricky loves food and can be found at one of New York City's restaurants, museums, or parks.
FEON
QUICKBOOKS COORDINATOR
Feon graduated with an Accounting degree more than 15 years ago and has had various experience working for big corporations as well as small and medium companies managing projects. she lives in North Carolina and enjoys traveling and dining out with friends and family.
