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October 2022 by Rafael Velazquez
I am an employee of the cleaning company (Clean-Work's) which does maintenance services for this company that does business with the company I work for.
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October 2021 by Brad Lauderman
Great company to deal with. Great people as well.
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October 2020 by George Bisignani
I very much trust Rodgers and Associates. They work in my best interest and clearly strive to understand and achieve MY financial goals. I'm a tough time consuming customer. Rodgers Assoc always takes time with me and provide solid explanations about account performances. When we meet I never feel manipulated but assured all is being done to maintain MY financial independancy.
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October 2019 by Mark Stierstorfer
I have been very pleased with my relationship with my advisor at Rodgers and Associates. I have had several other advisors in the past. Unlike my previous financial advisors , they are fee only and sign a fiduciary oath putting my best interests first. They put together a comprehensive retirement plan based on my specific goals and situation. We meet on a regular basis to review my financial plan, and I can call at any time for advice. None of my previous advisors were Certified Financial Planners, as is my current advisor. In addition , they take a global approach to my retirement planning needs, which includes efficient tax strategies, estate planning and other non investment related issues like health care insurance and budgeting. If my wife or I don't understand something or have a question he is very patient and takes the time to explain in a way we do understand.
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October 2019 by Anonymous Reviews
The people here are nice. I had a previous background in finance. Their fees are high. Also, they can show you a poorly designed financial calculator that tells you to liquidate your pensions and roll everything under there management.Disappointed, went in expecting something different. Better than a typical wire house but still just very sales and high fee oriented.This review won't make a difference. But I recommended looking around and finding an honest person who doesn't charge outrageous fees. The do exist. Just not here.