ROGERS CONSULTING ASSOCIATES, INC.
Rogers Consulting Associates, Inc. (RCA) is a reputable financial consulting firm that assists clients in achieving their financial goals. With a commitment to providing expert financial advice and personalized solutions, RCA has gained recognition as a top financial services provider.
How does the advisor help clients – Key Takeaways:
- Expertise in financial planning, investments, and wealth management
- Personalized solutions tailored to each client’s unique needs and goals
- Transparent and ethical approach to financial management
Facts and Insights
RCA has been in business for over 20 years and has helped countless clients achieve financial success. With a team of experienced financial advisors and a wide range of services, RCA has established itself as a trusted and reliable partner for individuals and businesses seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 30+ | Over 20 years |
Financial Services Offered
RCA offers a wide range of financial services to cater to the diverse needs and goals of their clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types
RCA serves a wide range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
RCA operates on a fee-only model, which means they are compensated solely by their clients and do not receive any commissions or incentives from third parties. This ensures that their advice is always in the best interest of their clients.
Background
Rogers Consulting Associates, Inc. was founded by John Rogers in 1999. With over 30 years of experience in the financial industry, John saw the need for a firm that offers independent and unbiased financial advice to clients. Today, RCA continues to uphold its values of integrity, transparency, and expertise in all aspects of their business.
Financial Advisor Disclosures to Know
As a regulated financial firm, RCA follows all industry regulations and compliance standards. They also have a Code of Ethics and a strict privacy policy to ensure the confidentiality and protection of their clients’ information.
In conclusion, Rogers Consulting Associates, Inc. is a trusted and reputable financial consulting firm that helps clients achieve their financial goals through personalized and expert solutions. With a team of experienced advisors, a wide range of services, and a commitment to transparency and ethics, RCA is an excellent choice for anyone seeking financial guidance.