What We Do

  • Financial Planning

    Financial Planning


    As we navigate life’s milestones— starting a career, and building a family—each step shapes our financial future. It’s the actions we take along the way that prepare us for retirement.

    Partnering with a knowledgeable financial professional provides the personal and objective advice needed to achieve your goals and adapt to new ones. At Riverside Securities, we take your financial planning seriously. You get one chance at life – let’s make sure you’re prepared to live it well.

  • Portfolio Management

    Portfolio Management


    In today’s financial landscape, the options for managing money can seem endless and overwhelming. Terms like stocks, bonds, mutual funds, diversification, and risk tolerance are constantly thrown around, making it hard to know where to turn for reliable information.

    At Riverside Securities, we cut through the noise. Our goal is to simplify your financial life so you can spend less time worrying and more time enjoying. Our investment recommendations are always tailored to your specific needs, with complete transparency. You’ll always know what you’re invested in and why.

  • Insurance Solutions

    Insurance Solutions


    Life is unpredictable, and the right insurance solutions can provide peace of mind against the unexpected. Whether you need to ensure a steady income, protect against early death or disability, or safeguard your wealth for future generations, we have the experience to find the right insurance for you.

    At Riverside Securities, we offer:

    • Disability Insurance
    • Long Term Care Insurance
    • Fixed Annuities
    • Life Insurance (Term and Permanent)
    • Key Person Insurance
    • Irrevocable Life Insurance Trusts

    We are here to help you secure your financial future with personalized insurance solutions designed to meet your unique needs.

  • Pension / 401(k) Consulting

    Pension / 401(k) Consulting


    Your commitment to your employees and their families is significant. At Riverside Securities, we recognize that your retirement plan is a critical part of this commitment. It’s not just a plan; it’s a strategy to save, invest, and manage income for a secure future.

    Our team can assist you by:

    • Reducing costs
    • Improving investment selections
    • Increasing employee participation
    • Providing employee education
    • Reducing your fiduciary liability
    • Implementing user-friendly technology

    Let us help you create a retirement plan that works for both you and your employees.

Meet Your Financial Future With Confidence

It’s the actions we take along the way that shape our future.

Broker Check Logo