In the early 80’s, a large insurance company started a pilot program to offer financial planning for individuals based on the philosophy to serve the client first. They trained advisors to understand and address the client’s needs and offer solutions in the best interest of the client. The principals of MBR Financial worked for this progressive insurance company and learned the art and science of planning, investing and insurance. The industry has evolved, as have we, but our core value of putting the client needs above our own remains constant.
Today, MBR Financial is an independent Registered Investment Advisor (RIA). Trust, integrity and transparency are the core tenants of our practice. This fiduciary standard covers our entire relationship with you. We are committed to putting your interests ahead of our own at all times.
Suresh establishes Raghavan Financial, Inc.