{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“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.”
“An amazing experience! Russell is very knowledgeable, and considerate of our future plans. He continues to help us build a success plan. Russell uses tangible examples when presenting, to include both the positive and negative influences involved while using his experience to build a financial map we can easily follow that is within our means. We now have a strong portfolio designed to help us achieve both our short and long term financial goals. Thanks Russ!”
“I was at this location yesterday to update my account. Heather the branch manager always friendly and professional. She took the time to stop by were Fatimah was helping me update my account. Fatimah was friendly professional and great attitude. This location has the best and most courteous crew. Highly recommend this location. 💯 satified. Thanks for the great and professional service.”
Investing
Investing
Investing
Investing
“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.”