Achieve Financial Dream Together with Us
Partner with us for expert financial guidance, customized planning, and unwavering support designed to turn your financial goals into reality.
Leading You to Better Financial Freedom
R&D Financial Services is a New Jersey-based startup specializing in investment and retirement planning. We’re state-licensed for life and health insurance and also serve as a certified NJ notary public. Our services include estate planning (wills & trusts), long-term care, IRAs, Roth IRAs, college savings plans, whole and term life insurance, IULs, annuities, and more.
We work with top financial companies and are expanding our business through a dedicated marketing team. This is a great opportunity for those seeking more from life. At R&D, we follow a system that works for us—not the other way around
Your Future, First
We take pride in a personalized approach that goes beyond traditional financial planning. With R&D Financial Services, you can expect tailored strategies, honest guidance, and a dedicated team committed to helping you achieve true financial freedom.
A relationship based experience
Education driven support
An inclusive path to success
Why R&D Financial Services?
Choosing a financial partner is a significant decision, and we don’t take that trust lightly. When you work with R&D, you’re choosing
We love what we do for our clients
At R&D, we turn passion into performance—delivering tailored financial solutions that empower our clients to grow, innovate, and lead with confidence. Your success is our purpose.
Our team is composed of seasoned professionals with expertise across financial planning, tax strategy, and risk management. We bring a collaborative, client-first approach to every engagement, combining technical skill with a deep understanding of your financial goals.
With personalized attention and industry insight, we help turn complexity into clarity—empowering you to make informed decisions with confidence. Whether you’re planning for growth, managing risk, or optimizing your financial strategy, R&D is your trusted partner every step of the way.