Patel & Sciabica Financial Group LLC

RBT Wealth is a full-service financial services firm located in Beacon, New York. The firm offers a comprehensive range of financial services, including: * Investments * Retirement planning * Tax planning * Insurance * Estate planning * Business planning RBT Wealth is committed to providing its clients with the highest level of service and is dedicated to helping them achieve their financial goals. The firm's team of experienced professionals has a deep understanding of the financial needs of individuals and families and can help develop customized plans that meet their specific needs. RBT Wealth is a member of the Better Business Bureau and has an A+ rating.

We are probably a little different from any other firm you’ve spoken with in the past. It comes down to our mission, which is truly a passion. We want to bring holistic planning to the middle class and middle-class millionaire families in America. These are the folks who have historically never received this because they were only served by salespeople. The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited from this same level of service. It is our belief that these are the most vulnerable to any economic and legislative changes.

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some amazing things we experience. At National Wealth Network, we seek to simplify complex financial terms and investment options; we offer honest advice and help you navigate your financial journey using customized solutions to help address your needs. See our affiliate office at 315 South Ocean Grande Drive Suite 202 Ponte Vedra, FL 32082.