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Financial District

STRATEGIC GROUP

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Planning for you... Planning for tomorrow.

WELCOME TO
R.V.OWENS, STRATEGIC GROUP

Where financial excellence meets personalized service.  We understand that your financial journey is unique, and we're here to guide you every step of the way.  Explore our comprehensive range of financial services designed to empower your goals and secure your financial future.  At R.V.OWENS Strategic Group, we blend expertise with innovation to provide you with tailored solutions that make a difference.  Your success is our priority, and we invite you to experience the difference of financial services that truly understand and cater to your needs.  Let's embark on a journey towards financial prosperity together.

What do we do

OUR APPROACH

As your financial advisor, our role is multifaceted, encompassing a range of services designed to help individuals and businesses manage their finances, plan for the future, and achieve their financial goals.  

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PLANNING

Conduct comprehensive assessments of client's financial situations, considering income, expenses, assets, and liabilities.  

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PROTECTION

We assess and mitigate potential financial risks by recommending appropriate insurance coverage.

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BUILDING WEALTH

Building wealth is a dynamic process that requires ongoing attention and adaptation.  By providing personalized advice and fostering a collaborative relationship with our clients, we can help them navigate the complexities of financial planning and work towards achieving heir wealth-building goals.

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SCHEDULE A ONE-ON-ONE APPOINTMENT

Building wealth is a dynamic process that requires ongoing attention and adaptation.  By providing personalized advice and fostering a collaborative relationship with your clients, we can help you navigate through the complexities of financial planning and work towards achieving their wealth-building goals.

Schedule an appointment today!!!

2700 North Military Trail, Suite: 230
Boca Raton, Florida  33431

(844) 912-PLAN (7526)

When working with a financial professional, it is important to check his or her license status with:

R.V.OWENS and R.V.OWENS, STRATEGIC GROUP are the marketing name for the revenue producing activities of R.V.OWENS & ASSOCIATES, LLC.  R.V.OWENS & ASSOCIATES, LLC is a Florida limited liability company, a registered Florida business brokerage consulting firm.  

R.V.OWENS & ASSOCIATES, LLC is neither a registered investment adviser firm, nor a register broker-dealer.

 

Securities and Investment Advisory Services are offered through Alliance Global Partners (AGP), Member of FINRA SIPC, a Register Investment Adviser.
 

R.V.OWENS & ASSOCIATES, LLC. is independent and are not affiliated with Alliance Global Partners (AGP).

© 2012-25 by R.V.OWENS, STRATEGIC GROUP  All rights are reserved.   

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