Products & Services

As a fully registered office, we offer a full complement of financial assets to best suit our customer needs. RFS can offer and hold individual securities like stocks and bonds, as well as packaged products like ETF's and mutual funds. Due to our independent arrangement, we have agreements with hundreds of mutual fund companies to give us the best options in any situation.
For our more risk averse clients, we offer the following products:
- Fixed Annuities
- Brokered CD's
- Variable Annuities
Regano Financial also offers dozens of life insurance options through both term and permanent policies. A good insurance plan can go hand in hand with an investment portfolio.
Finally, RFS has affiliations with professionals in adjacent occupations like lawyers, property and casualty agents, and tax preparers.