Together We Make A Great Team
RM Financial Services, LLC, is committed to helping our clients improve their long-term financial success. Providing investment advisory services, we are able to tailor a blend of financial planning and asset management to suit each client’s particular needs. We are fiduciaries, and as an independent firm, we have a full range and breadth of products and services to choose from. This allows us the freedom to focus on individual investor needs without the influence of proprietary pressures and dictates common among the large wire houses.
Our Mission
To work closely with you in identifying and achieving your financial goals. With over 60 years combined experience in the financial industry, we have the ability to create a realistic financial plan that fits your needs and objectives.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to making successful decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please contact us.
Our Commitment
Our staff consists of experienced professionals with a “hands-on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that we truly care about realizing your goals. As your Financial Professionals, we strive to keep you focused on where you want to go, advise you on how to get there, and the importance of maintaining a disciplined approach.
"At RM Financial Services, LLC, helping you achieve financial success isn't just our job; it's our passion. We're here to guide you on your journey to prosperity."
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RM Financial Services, LLC is an investment adviser in Falmouth, Maine. RM Financial Services, LLC is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. RM Financial Services, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of RM Financial Services, LLC's current written disclosure brochure filed with the SEC which discusses among other things, RM Financial Services, LLC's business practices, services and fees, is available through the SEC's website.
Please note, the information provided on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Thank you! Cayla Cayla Moore Chief Compliance Officer RM Financial Services, LLC 362 US Route 1 Falmouth, ME 04105 tel. (207) 781-7637 fax. (207) 781-7639 Cayla@rmfsllc.com http://www.rmfsllc.com/ Investment advisory services offered through RM Financial Services, LLC a Registered Investment Advisor registered with the SEC. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and RM Financial Services, LLC are not affiliated companies.