If you can dream it, we can plan it.

Whether you want to retire comfortably, provide benefits to your employees, or send your kids to school, we can help you achieve your goals. We’ve been doing just that for 40 years.

Committed to service.

We work tirelessly to understand your particular needs and to fulfill those needs using every strategy at our disposal. We often hear that we have gone the extra mile to ensure success for our clients.

Known for our integrity.

Everyone who comes to us has a different background and financial goal. We will honour you in all transactions by being discrete, private, and transparent about what we are doing and why.

Belief in knowledge-sharing.

Our goal is to help you understand your finances so you feel confident about the future. To this end, we provide pro tips and ideas for saving, paying off debt, purchasing affordable insurance, and more.

It all begins with family.

Family is not just the heart of who we are. It's at the core of what we do. Your family is the most important aspect of our financial planning.

Ray Di Rinaldo began his financial planning practice in 1981. In 2002, he formed RDR Financial Services Inc, which became RDR Wealth Management in 2020. Ray’s son Paul (right) joined the firm in 2000, with his son Michael (left) joining in 2019. Read more about our company by clicking below.

Custom strategies that are easy to understand.

Here’s what our clients are saying.

John

"I have been a client of RDR Financial for the past 20+ years getting great financial advice on my investments and insurance needs. ."

What I have learned over the years is that while the advice I have received is excellent and I have always been thrilled with the results, what stands out to me regarding the service from RDR Financial is their customer service. Paul and Ray have always treated me like I’m their most important client no matter what the circumstance. I can’t get this level of caring, compassion, or thoughtfulness in another financial advisor. I have recommended them to several family/friends over the years and I will continue to do so with the confidence that they too will get this level of service that I have enjoyed.

John DiPaolo

David & Kelly

"We have been dealing with RDR Wealth management for more than 30 years."

We have been dealing with RDR Financial Services for more than 30 years. Ray, Paul and their staff continue to provide excellent personalized service and advice for all our investment needs.

Regards, Regards, David & Kelly Alderman

Marco & Erin

"We would like to express a sincere thank you for the hard work RDR Financial has done for us over the years."

The expertise and attention to detail with which you have handled our financial affairs is second to none. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning and corporate planning issues has saved us significant amounts of money and provided valuable guidance. We would recommend RDR Financial to anyone looking for professional, reliable, and friendly service.

Marco DiPietrantonio and Erin Berry

In the News!

United Way KFL&A Tweeted April 29, 2020:
Thanks to Ray & Paul DiRinaldo & team at RDR Financial Services #YGK for their generous donation to @unitedwaykfla COVID-19 Response Fund. “We wanted to do something that would help those in our community right away. Hopefully this encourages others to help as well.” #locallove