The RLR Financial Group of Truist Investment Services, Inc. The RLR Financial Group of Truist Investment Services, Inc.

The RLR Financial Group of Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

Who we are

Our team is a planning focused practice guiding our clients through the steps of identifying, securing and growing their financial future. Our process-oriented approach to customized investment strategies, wealth management and comprehensive financial planning allows us to do things uniquely, helping you achieve the future you desire. We care about helping you create, preserve and grow your legacy and take great joy in being a part of your success.

We ask the questions. By taking time to get to know what is most important to you about money and finances, we make sure every aspect of your financial plan aligns with those priorities. Each of us brings our own life experience and knowledge to better serve your needs. Our flexible team approach means everyone at The RLR Financial Group of Truist Investment Services, Inc. is involved in the journey towards preparing and securing your financial future. 
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Katie M. Dunmire
Katie M. Dunmire
Portfolio Management Officer
Kathi Bunn
Kathi Bunn
Registered Client Service Associate
Our flexible team approach means that everyone at The RLR Financial Group is involved in helping our clients prepare for their financial future—each of us uses our own life experience and expertise to better serve their needs. We take the time to discuss what’s important to our clients so that we can incorporate those values and tailor the right financial solution for them and their families. 

We personally guide a client through every step in securing and growing their financial future. Our active risk management approach to money management and comprehensive financial planning allows us to do things differently to help them achieve the future they desire. We care about creating our client’s legacy and take great joy in their success. 
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