Rmr Wealth Builders, Inc
Financially solid outcomes depend on open communication, thoughtful planning, efficient process, and customized solutions. That's why we're here, and that's what we do. Whether you're working to provide security for your family, employees, or company, it all comes down to the same thing. A person's financial future is more than just money. It's your house, your kid's college education, family vacations, and the big stuff like your retirement and your legacy. Every bit of it matters, and at RMR Wealth Builders, we want to help you make it everything it can be for you and the people you live for, work for, and love. Since our founding in 1986, the relationships we've formed—and the results we've achieved—are still going strong through a disciplined process, creative solutions, and thoughtful advice.
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Verified contacts
54
available on Kipplo
LinkedIn employees
57
11 to 50 range
Open roles
—
no listings
Distinct roles
35
indexed titles
Tech stack
0
tools in use
Monthly traffic
426
organic / mo
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Decision-makers and verified team members
54 contacts with verified email or phone · masked until revealed.
- ML
Matt Levens
Director of Wealth Management · Finance & Accounting
EmailPhone - SS
Steven Sergio
Director of Compliance & Operations · Operations
EmailPhone - DL
Dominick Lombardi
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - SS
Sean Sokolowski
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - SS
Stuart Simchowitz
Vice President of Business Development · Sales & Business Development
EmailPhone - AM
Alec Majtenyi
Wealth Advisor · Finance & Accounting
EmailPhone - DA
Dominic Aceto
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MB
Marshall Burroughs
Wealth Advisor · Finance & Accounting
EmailPhone - PP
Pamela Pemberthy Rice
HR Manager, Benefits Operations Specialist · Human Resources
EmailPhone
Showing 9 of 54 verified contacts
Top roles at Rmr Wealth Builders, Inc
35 distinct titles indexed · top 10 shown.
- 4wealth advisor
- 3financial advisor
- 3senior wealth advisor
- 2director of compliance & operations
- 2office coordinator
- 2operations specialist
- 2retirement plan advisor, wealth advisor
- 2review team specialist
- 2trading & reporting specialist
- 2trading and reporting specialist
- +25more titles
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