How does the advisor help clients – Key Takeaways:
RODGERS & ASSOCIATES is a leading financial services firm that provides expert advice and guidance to clients looking to achieve their financial goals. With years of experience and a team of highly qualified advisors, RODGERS & ASSOCIATES is dedicated to helping clients make informed decisions about their finances and achieve financial success.
Facts and Insights
RODGERS & ASSOCIATES has been in business for over 20 years and has been providing exceptional financial services to clients from all backgrounds. The firm has over 100 advisors who are committed to delivering personalized solutions to meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management | Number of Advisors | Time in Business
——— | ——— | ———
$1 billion | 100+ | 20+ years
Financial Services Offered
RODGERS & ASSOCIATES offers a comprehensive suite of financial services to help clients achieve their financial goals and secure their future. These services include investment management, tax planning, retirement planning, estate planning, and risk management.
Client Types
RODGERS & ASSOCIATES works with a diverse range of clients, including individuals, families, businesses, and institutions. The firm is committed to providing personalized solutions that meet the unique needs of each client and help them achieve their specific financial objectives.
Fees & Compensation
RODGERS & ASSOCIATES is a fee-only financial advisory firm, which means that the firm does not receive any commissions or compensation from recommending specific products or services. Instead, the firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ best interests.
Background
RODGERS & ASSOCIATES was founded by John Rodgers in 1995 with the mission to provide clients with unbiased, expert financial advice and help them achieve financial success. John is a renowned financial expert and author who has been featured in various media outlets, including CNBC and The Wall Street Journal.
Financial Advisor Disclosures to Know
Clients working with RODGERS & ASSOCIATES can rest assured that they are receiving advice from highly qualified and experienced advisors. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and more. Additionally, RODGERS & ASSOCIATES has a clean record with no disciplinary actions or regulatory sanctions.
In conclusion, RODGERS & ASSOCIATES is a reputable financial services firm with a proven track record of helping clients achieve their financial goals. With a team of highly qualified advisors, a comprehensive suite of services, and a commitment to providing unbiased, personalized solutions, RODGERS & ASSOCIATES is a top choice for individuals and businesses looking for expert financial guidance.