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MRB Capital Group

http://Southeasttexasfinancialadvisor.com
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Office

Portfolio Allocation, Risk Management

Financial Advisors

Lending
๐Ÿ“… Member Since: May 16, 2026
๐Ÿ‘ StoreFront Visits: 6

MRB Capital Group provides financial planning, investment management, retirement planning, risk assessment, and portfolio strategy services for individuals, families, business owners, and high-net-worth clients. Based in Southeast Texas, the firm helps clients better understand their financial position, evaluate portfolio risk, plan for retirement, and make informed investment decisions. Through its personalized risk assessment process, MRB Capital Group helps clients identify whether their current investment strategy aligns with their goals, time horizon, risk tolerance, and income needs. Services may include portfolio reviews, retirement income planning, 401(k) rollover guidance, investment allocation analysis, tax-aware planning considerations, and customized financial strategies designed to support long-term financial goals.ed to support long-term financial goals.

About Us

๐Ÿ“ Address

Service Area
Lumberton, Texas 77657 US

Number of Employees:
5

Payment Method:
Personal Check, Invoice

For more information, please contact us with the details below:

Contact Telephone:
4095482713

Social Media Profiles:
https://www.facebook.com/PlacetteFinancial
https://x.com/MRBFINANCICAL
https://www.linkedin.com/in/richardplacetteadvisor/
https://www.youtube.com/@MRBFinancialAdvisor

Key Services in 2026
๐Ÿ”— http://Southeasttexasfinancialadvisor.com
๐Ÿ”‘
Portfolio Allocation, Risk Management
๐Ÿ”—
Investment Management, Retirement Planning
๐Ÿ“ข
401(k) Rollover Guidance
๐Ÿ“ฆ
High-Net-Worth Financial Planning