Rufener adds new online service

Rufener Financial, a wealth management firm located in Warren, now offers an advisor-enhanced digital platform designed to enhance the investor experience.

Through an online portal, clients can open new accounts, view their portfolio and make updates to their personal information as their lives change. The platform generates personalized investment strategies based on individual goals, time horizon and risk preferences.

“We continually enhance our offering to meet the evolving needs and desires of our clients,” said Jeremy Rufener, financial advisor with Rufener Financial. “This platform can deliver on investors’ increasing expectations for a digital service experience without losing the personal relationship between client and advisor that can lead to better outcomes.”

An advisor provides oversight and can offer guidance and planning resources to clients as their financial needs and goals evolve.

Rufener Financial is supported by LPL Financial. For more information about the technology solution, visit www.lplguidedwealth.com/advisor/RufenerFinancial or call 375-4483.