Reid Limpert founded JRL Financial Group in 2010 after establishing his career with two worldwide financial firms. In his stint with the second of those two firms, he was entailed with the duty of gathering high-end specialty resources to help build and integrate the firm’s insurance/investment division within the footprint of their regional banking division.
This allowed him to discover and build relationships with financial specialty groups that provide the highest level of planning and service to everybody from large corporations to average, hard-working families. After the firm chose to exit the US market, Reid formed his own company in order to fully utilize his extensive array of knowledge and resources. His mission is to provide the highest level of products and services for businesses and families throughout North Carolina and beyond.
As an organization, JRL Financial Group is guided by a set of values that are expressed through the following beliefs and approaches to our work:
Purpose. We believe that through our work with clients, we can help not only the individuals and organizations with whom we interact but also the communities on which they have an impact.
Facilitation. We view our role as facilitator. We help identify new resources, enhance them, and make them available to clients.
Action. All work should lead to practical and pragmatic steps to be taken.
Priorities. The work we do with clients focuses on the big-picture issues, with practical implementation.
See Reid’s profile on LinkedIn: http://www.linkedin.com/in/reidlimpert
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