The Bank of Milton works with RMR Financial Advisors to provide investment opportunities to our customers.
RMR Financial Advisors knows how important it is to work with experienced financial advisors who understand your needs and the value of your trust. RMR takes advising clients very seriously and understands how essential the investment advice you receive, and the decisions you make, are to you. As a Registered Investment Advisor, RMR has a fiduciary responsibility to do what is in your best interest at all times.
RMR Financial Advisors is an independent, fee-based financial planning and investment management firm. RMR specializes in comprehensive financial planning and asset management services. Service and personal attention are the hallmark of RMR Financial Advisors. RMR's investment advisor representatives are service oriented - not sales oriented.
What's important to you? Developing a comprehensive investment strategy? Reviewing your portfolio to confirm your strategy aligns with your goals? Better understanding of your investment options? RMR Financial Advisors can assist you, whatever your needs are.
For an introductory consultation with no obligation, please contact RMR Financial Advisors at 608.663.7676 or 877.890.7676. Doug Giageos or Erik Mikkelson, both Certified Financial Planner Professionals,™ are available to meet with you at the Bank of Milton or the Bank of Edgerton. To learn more about RMR Financial Advisors, visit their website,www.rmradvisors.com, or e-mail Doug Giageos, CFP® or Erik Mikkelson, CFP®.
Investment Advisory Services are offered through RMR Financial Advisors, LLC, a Registered Investment Advisor, not affiliated with the Bank of Milton or the Bank of Edgerton.
The investments and services which may be recommended by RMR Financial Advisors, LLC are not deposits, products of, sponsored, nor are they obligations of the bank, the FDIC, any other governmental agency, or RMR Financial Advisors, LLC. The investments recommended involve risk, including possible loss of principal.