RFM Investment Advisor

RFM Investment Advisor CPA Financial Advisor

12/14/2025
Wishing friends, family, and clients a beautiful Thanksgiving Day โค๏ธ๐Ÿ™
11/27/2025

Wishing friends, family, and clients a beautiful Thanksgiving Day โค๏ธ๐Ÿ™

1973-1976
11/12/2025

1973-1976

Happy Flag Day ๐Ÿ‡บ๐Ÿ‡ธ
06/14/2025

Happy Flag Day ๐Ÿ‡บ๐Ÿ‡ธ

04/24/2025

RFM Investment Advisor celebrated their 35th Firm Anniversary last night at Temple Beth El. Festivities included an economic update by Patrick E. Gauthier, CFP and Dalton Brooks, Portfolio Analyst. Fabulous food was served up by Artisan Foods.

04/15/2025

Congratulations to us for completing another great tax season ๐ŸŽŠ๐ŸŽˆ๐ŸŽ‰

06/26/2023

How much longer are you going to hold yourself back?

Sunflowers for a sunny day ๐Ÿ˜Ž
05/05/2023

Sunflowers for a sunny day ๐Ÿ˜Ž

Good afternoon!Please remember to file your Florida corporate annual report before 5/1/2023 at sunbiz.org to avoid a $40...
04/26/2023

Good afternoon!

Please remember to file your Florida corporate annual report before 5/1/2023 at sunbiz.org to avoid a $400 penalty and/or reinstatement fees !

The Florida Department of State is committed to our customers and we are implementing critical investments to our systems and processes which will improve efficiency and security for Florida businesses. At this time, due to the high volume of filing activity in conjunction with the implementation of...

Bob is attending Ed Slottโ€™s IRA workshop in Las Vegas
02/24/2023

Bob is attending Ed Slottโ€™s IRA workshop in Las Vegas

01/20/2023

The Stock Market Fear & Greed index is at 68/100, itโ€™s highest level since early December ๐Ÿ˜ณ

This quote from Warren Buffett might help right nowโ€ฆ

Address

7777 Glades Road, Suite #217
Boca Raton, FL
33434

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