WR Financial is a Wealth Management company dedicated to providing our clients with professional, personalized services for helping them achieve their personal and business financial goals.
WR Financial’s CEO, Janet Williams-Reyes, holds the Personal Financial Specialist (PFS) credential, which is the only financial planning credential that requires having a CPA license first. The AICPA grants the PFS only to those CPAs who have had specialized financial planning education and thousands of hours of real-world experience. The combination of a CPA and the PFS credential signifies a highly qualified professional prepared to discuss all aspects of financial planning along with their potential tax implications. Together, the ethics of the CPA and the expertise of the PFS provide a strong foundation for valuable, objective advice.
Specialties
Disability Insurance, Retirement Planning, Tax Management, Risk Management
