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Harness the Power of R.F. Lafferty

As wealth accumulates, the responsibility of managing and protecting it becomes more complicated and you may not have the time and energy required to personally oversee it.

As a small, private firm working closely with a short list of business owners and affluent families, R.F. Lafferty is in a unique position to streamline and maximize your portfolio to produce superior after-tax returns.

We partner with a variety of providers to bring you a comprehensive suite of services including financial planning, investment management, college education planning, retirement planning, asset protection, insurance planning, cash management, and income planning.

As a independent broker / dealer & RIA without proprietary products, R.F. Lafferty is free to choose from a broad range of investment vehicles, including:

  • Equities
  • Preferred Equities
  • ETFs (Exchange Traded Funds)
  • Options
  • CDs, Money Markets and Cash Equivalents
  • Bonds and Fixed Income
  • Mutual Funds, Closed-End Funds
  • IRAs, 401K, 403B
  • Annuities; Fixed and Variable
  • Life, Disability, and Long Term Care Insurance
  • Structure Products
  • Separately Managed Accounts
With access to securities markets in over 30 countries, we can also integrate foreign stocks and bonds into your portfolio when it's to your advantage.