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“My years with Roger’s has been with Patrick Carney. I’ve found him to be totally trustworthy and competent. For me he has been invaluable with tax guidance. Investments are pretty much formula set according to your level of risk. My portfolio is held at Fidelity which I feel is quite secure and easily reviewed on line. Rogers has a fiduciary responsibility and fee only policy which I prefer.”
“I've been a faithful client for many years for banking and investing. I suggest they increase limits for Zelle transfers, which are significantly lower than those of competitors. They limit daily transfers to $2500 and monthly to $5500. Their main banking competitors allow $3500 or more daily and up to $20,000 in monthly transfers.”
Financial Advising
Financial Advising
Financial Advising
“We have appreciated everyone that we have worked with at the Richardson Group! They truly are a family that makes you apart of their family. Jordan tirelessly work with us for 7 months to get our investments from our old financial advisor. We are so happy to have found an advisor that doesn't just say they are looking after your best interest, but truly does!”