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Rao Garuda is an independent financial planning advisor located in Independence, Ohio, however he works nationwide. His firm focuses on helping individuals plan for a financially secure retirement, secure income planning, tax reduction, asset protection and to minimize estate taxes. Rao Garuda works with high net worth business owners and professionals.

Briefly About Rao Garuda

Rao K. Garuda came from India over 35 years ago and feels immensely blessed to be able to come to the U.S.A. Rao is now President and CEO of Associated Concepts Agency, Inc., founded in 1978. He has more than 30 years of experience in the financial services industry. To learn more about Rao Garuda, read his full bio click here.

Rao Garuda specializes in working with seniors, high net worth business owners and professionals.

Rao Garuda, CLU®, ChFC® is a Master Elite Charter Member with Ed Slott’s Advisor Group.

Investment Advisory Services

Securities offered through Gradient Securities, LLC. (Shoreview, MN 866-991-1539). Member FINRA / SIPC. Investment advisory services offered through Gradient Advisor, LLC, an SEC Registered Investment Advisor. Gradient Advisor, LLC and its advisors do not render tax, legal or accounting advise. "First Financial Resources, LLC and Associates Concepts Agency, Inc." is not affiliated with Gradient Advisors, LLC or Gradient Securities, LLC. read more...