Insights

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small team of 11 to 50 employees, RFC Financial Planners presents an opportunity for scalable partnerships and service expansions tailored to mid-sized firms seeking personalized financial solutions.

Market Focus Operating within the financial services industry and offering comprehensive financial planning and investment management, RFC Financial Planners is positioned to benefit from emerging trends in personalized wealth management and retirement planning services.

Technology Utilization The company's use of various digital tools such as Hotjar, Calendly, and SEO plugins indicates a focus on enhancing client experience and online engagement, offering prospects for innovative technology integrations and digital marketing collaborations.

Competitive Edge Compared to industry giants like Charles Schwab and Fidelity, RFC Financial Planners can emphasize its personalized, fee-based advisory approach and dedicated client coordination to attract clients seeking tailored and transparent financial guidance.

Partnership Opportunities Given its affiliation with Cetera Advisor Networks LLC for securities and CWM LLC for investment advisory, there is an opening for strategic alliances and joint offerings with firms focused on expanding advisor networks or enhancing compliance and operational efficiencies.

RFC Financial Planners Tech Stack

RFC Financial Planners uses 8 technology products and services including Hotjar, Calendly, Font Awesome, and more. Explore RFC Financial Planners's tech stack below.

  • Hotjar
    Analytics
  • Calendly
    Appointment Scheduling
  • Font Awesome
    Font Scripts
  • Awesomplete
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • reCAPTCHA
    Security

Media & News

RFC Financial Planners's Email Address Formats

RFC Financial Planners uses at least 2 format(s):
RFC Financial Planners Email FormatsExamplePercentage
First@rfcfinancialplanners.comJohn@rfcfinancialplanners.com
79%
FLast@rfcfinancialplanners.comJDoe@rfcfinancialplanners.com
14%
Middle@rfcfinancialplanners.comMichael@rfcfinancialplanners.com
7%
First@rfcplan.comJohn@rfcplan.com
100%

Frequently Asked Questions

Where is RFC Financial Planners's headquarters located?

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RFC Financial Planners's main headquarters is located at 5263 Plymouth Road Ann Arbor, Michigan 48105 United States. The company has employees across 2 continents, including North AmericaEurope.

What is RFC Financial Planners's phone number?

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You can contact RFC Financial Planners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RFC Financial Planners's official website and social media links?

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RFC Financial Planners's official website is rfcplan.com and has social profiles on LinkedIn.

What is RFC Financial Planners's NAICS code?

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RFC Financial Planners's NAICS code is 52 - Finance and Insurance.

How many employees does RFC Financial Planners have currently?

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As of December 2025, RFC Financial Planners has approximately 13 employees across 2 continents, including North AmericaEurope. Key team members include Director Of Operations: B. B.Financial Analyst: A. B.Certified Financial Plannerâ: C. M. T. B.. Explore RFC Financial Planners's employee directory with LeadIQ.

What industry does RFC Financial Planners belong to?

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RFC Financial Planners operates in the Financial Services industry.

What technology does RFC Financial Planners use?

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RFC Financial Planners's tech stack includes HotjarCalendlyFont AwesomeAwesompleteFancyBoxjQueryYoast SEOreCAPTCHA.

What is RFC Financial Planners's email format?

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RFC Financial Planners's email format typically follows the pattern of First@rfcfinancialplanners.com. Find more RFC Financial Planners email formats with LeadIQ.

When was RFC Financial Planners founded?

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RFC Financial Planners was founded in 2002.

RFC Financial Planners

Financial ServicesMichigan, United States11-50 Employees

Comprehensive financial planning and investment management are our areas of focus.

At RFC Financial Planners, we help to organize and simplify the financial lives of our clients. 

Our role is to coordinate all the members of your professional team, making sure everyone is moving in the same direction….your direction, providing you with a comprehensive financial planning experience.   Whether you are looking to manage risk or grow protect your weath, reduce taxes, or just alleviate stress, we want you to feel comfortable, confident, and in control of your finances.

Our clients come from all walks of life, and for all types of reasons. Two examples of what we deliver to our clients include unbiased guidance regarding retirement planning and fee-based investment management.

Securities offered through Cetera Advisor Networks LLC. Member FINRA/SIPC (www.finra.org and www.sipc.org) investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor, Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM. LLC as to accuracy or completeness.

Section iconCompany Overview

Headquarters
5263 Plymouth Road Ann Arbor, Michigan 48105 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    RFC Financial Planners's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    RFC Financial Planners's revenue is estimated to be in the range of $10M$25M

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