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The Regal Wealth Group App allows Clients to view account information, keep track of your investments, view your quarterly reports, and easily connect with your advisor

RW Group

by Regal Wealth Group Inc

What is it about?

The Regal Wealth Group App allows Clients to view account information, keep track of your investments, view your quarterly reports, and easily connect with your advisor.

App Details

Version
5.2.17
Rating
NA
Size
32Mb
Genre
Finance Business
Last updated
May 7, 2022
Release date
May 6, 2022
More info

App Screenshots

App Store Description

The Regal Wealth Group App allows Clients to view account information, keep track of your investments, view your quarterly reports, and easily connect with your advisor.

Regal is an independent, fee-only, Registered Investment Advisor specializing in retirement planning and IRA distribution strategies. For more than two decades, our principles have been helping professionals and successful business owners create integrated wealth strategies that encompass customized investment portfolios, retirement income planning, tax planning and estate planning.

We accept the role of a fiduciary. Our investment advisors work on a fee-only basis and are required to act in your best interest at all times. We customize an investment solution that is in your best interest and provide continuous management of your investment accounts.

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