At The Georgi/Barkley Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We take the time to gain a thorough understanding of your financial situation and provide you with the highest quality of information, services and products to help you reach your goals. The combination of our individual strengths and experiences enables us to fulfill our mission by remaining client-driven, client-focused and client-committed. Our clients are our business, and we work tirelessly to ensure your complete satisfaction.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.
Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.
Learn more about The Georgi/Barkley Group.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.
June 1, 2023
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