Rufener Financial

We offer fee and commission based financial planning for individuals and small business owners. Ask us about our retirement plans for business (401k, 403b, 457, simple and SEP).

We also provide a a written financial plan with evaluation of our client’s risk that includes a personalized risk score.

Products include: stocks, bonds, CDs, annuities, fee-based annuities, trust services administration, insurance planning, wealth transfer planning, electronic traded funds, alternative investments, IPOs, unit investment trusts, mutual funds, fee-based mutual funds and education planning.

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