RFM Investment Advisor
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CPA Financial Advisor
12/14/2025
11/27/2025
Wishing friends, family, and clients a beautiful Thanksgiving Day ❤️🙏
11/12/2025
1973-1976
06/14/2025
Happy Flag Day 🇺🇸
RFM Investment Advisor celebrated their 35th Firm Anniversary last night at Temple Beth El. Festivities included an economic update by Patrick E. Gauthier, CFP and Dalton Brooks, Portfolio Analyst. Fabulous food was served up by Artisan Foods.
Congratulations to us for completing another great tax season 🎊🎈🎉
06/26/2023
How much longer are you going to hold yourself back?
05/05/2023
Sunflowers for a sunny day 😎
04/26/2023
Good afternoon!
Please remember to file your Florida corporate annual report before 5/1/2023 at sunbiz.org to avoid a $400 penalty and/or reinstatement fees !
Division of Corporations - Florida Department of State The Florida Department of State is committed to our customers and we are implementing critical investments to our systems and processes which will improve efficiency and security for Florida businesses. At this time, due to the high volume of filing activity in conjunction with the implementation of...
02/24/2023
Bob is attending Ed Slott’s IRA workshop in Las Vegas
01/20/2023
The Stock Market Fear & Greed index is at 68/100, it’s highest level since early December 😳
This quote from Warren Buffett might help right now…
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7777 Glades Road, Suite #217
Boca Raton, FL
33434