We founded our firm because we knew there had to be a better way to help others. At RMB Financial, we always do what's right by the client and build customized financial plans around your goals. We get to know you and your family and help you make sound financial decisions through life's many milestones.
Rather than try to grow our firm as large as possible, we focus instead on quality over quantity and give each and every client the attention they deserve. You will never feel like just another number! The Economic Report of the President can help identify the forces driving - or dragging - the economy.
Rather than try to grow our firm as large as possible, we focus instead on quality over quantity and give each and every client the attention they deserve. You will never feel like just another number! The Economic Report of the President can help identify the forces driving - or dragging - the economy.
Services
Our founder, William J. Pittman, spent his life in the financial industry but quickly realized that there had to be a better way to serve his clients. He decided to open his own independent financial planning firm in honor of his sister, Marybeth, who passed away at the age of 27. It has been the best decision he's ever made because he is able to serve his clients holistically and create customized plans based on their needs without any bias.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our clients are passionate about creating a better life for themselves, their families, and generations to come. We always strive to do right by our clients and serve as their guide through life's many milestones. For more information about our firm and the services we offer, send us a quick email or call the office.
RMB Financial strives to grow your wealth and protect what is most important to you and your family. We provide guidance so that you can live your best life now and well into the future. At RMB, we truly put our clients first and offer professional, knowledgeable, and objective advice in an approachable way.
Reviews (10)
Nicholas Wagner
Nov 15, 2021
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Corey Edwards
Mar 02, 2021
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Positive: Professionalism, Responsiveness, Value
William took the time to explain all aspects of the services he offered. He helped us create a portfolio that has excelled over the last year. He has also helped save us around $700 per year on our insurance. William takes the time to make us feel like his most valued customer.
William took the time to explain all aspects of the services he offered. He helped us create a portfolio that has excelled over the last year. He has also helped save us around $700 per year on our insurance. William takes the time to make us feel like his most valued customer.
Johnna Kaminski
Oct 24, 2020
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William Pittman RMB financial has been so wonderful to my family for the last five years! I would not recommend anybody else for our family. He has been the absolute best, and he also puts in the effort. He creates a personal touch and he’s on track with our financial needs. I would definitely recommend RMB Financial to my family and friends!
Katie H.
Oct 15, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We have worked with RMB Financial for our personal insurance needs as well as our business needs, and William has been so helpful through it all. He is very knowledgeable, very professional, and has always gone the extra mile for us! We appreciate all the help from RMB Financial!
We have worked with RMB Financial for our personal insurance needs as well as our business needs, and William has been so helpful through it all. He is very knowledgeable, very professional, and has always gone the extra mile for us! We appreciate all the help from RMB Financial!
Erin Kyle
Sep 13, 2020
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RMB Financial has helped my husband and I get a good step forward in our life. We are both in our mid 20s and he has been able to get us life insurance as well as cheaper home/auto insurance. The process with RMB was so quick and easy for us just starting everything for the first time. I would definitely recommend them for any financial help you may need!
Andy McQuiston
Aug 22, 2020
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Switched my auto and homeowners insurance over to William's agency, and was very pleased with the process of the enrolling my business there. Things went as William promised, and there were no hitches or surprises. William did all the work on his end, and what is more I saved several hundred dollars making the move. Very pleased with the transaction. Andy McQuiston
Alene
Aug 11, 2020
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William Pittman has been the best to work with. I had progressive for over 10 years and they all of a sudden started raising my Auto rate $100+ every 6 months just because of the claims in my area with so many ppl moving here. My work hours change hour by hour, 12hrs a day, 6 days a week. He made communication super easy for me, even answering messages way after office hours when I wouldn't expect a reply. I'd recommend him to anyone, I found a WAY better rate with him with a company I hadn't heard of but their reviews are the best, but apparently he works with a ton of companies, which is why
Angellique Shamp
Jul 24, 2020
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Mr. William personally helped my fiancé and I find an insurance policy that best fit us at a great rate! He is very friendly, responds quickly, and efficient. It only took a day to find an insurance that would accept us where all other companies we contacted found no results or ridiculously expensive quotes. We would highly recommend RMB Financial.
Stacey French
Jun 22, 2020
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I recently switched my car insurance and RMB Financial made the switch so easy. William answered all my questions and was very informative. He not only saved me money, but was able to give me more coverage as well for less money!! So if you’re not “married” to your current agent, I highly recommend giving William a call. Let RMB save you money!!!
Bridget Pittman
Aug 15, 2019
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