Name
AgencyCFO
What We Do
AgencyCFO™ (formally known as RD Advisory Group) is the original virtual, fractional and customizable CFO service uniquely developed for independent insurance agencies.
Founded by partners, Don and Roe Polczynski, the program launched in 2018. Through an array of financial, growth and organizational expertise, they have helped independent insurance agencies of all sizes across the country achieve financial and operational clarity.
The team at AgencyCFO™ works as an extension of your agency’s management. With proprietary tools, insider experience and industry knowledge, they will help lead your agency towards higher growth, profit and most importantly, value.
Reach out today for your complimentary briefing and assessment!
Founded by partners, Don and Roe Polczynski, the program launched in 2018. Through an array of financial, growth and organizational expertise, they have helped independent insurance agencies of all sizes across the country achieve financial and operational clarity.
The team at AgencyCFO™ works as an extension of your agency’s management. With proprietary tools, insider experience and industry knowledge, they will help lead your agency towards higher growth, profit and most importantly, value.
Reach out today for your complimentary briefing and assessment!
Founded
01/01/2018
Website
Categories (1)
Consulting/Outsourcing
Address
Clinton, NY 13323
United States
United States