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Rodgers & Associates is an independent wealth management firm specializing in serving individuals in and near retirement. We are a fee-only financial planning firm with a team of experienced, highly qualified Certified Financial Planner.
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More Business Info

Integrity. Independence. Peace of Mind.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Extra Phones

Fax: 717-581-1435

Toll-Free: 888-876-3437

Services/Products
We offer complete financial planning services on a fee-only basis. A Certified Financial Planner works with clients to guide them through: Integrated financial, tax, and investment strategies Retirement income planningRisk management and insurance decisionsEstate planning and inheritance issuesCharitable giving plans and decisions
Accreditation

Lancaster Chamber of Commerce

National Association of Personal Financial Advisers

Associations
Rodgers & Associates is a Registered Investment Advisor (RIA) firm with the SEC. Our financial advisors hold accreditations that include: NAPFA (National Association of Personal Financial Advisers) membershipCertified Financial Planner (CFP)Chartered Retirement Planner Counselor (CRPC)Certified Retirement Counselor (CRC)MS in Personal Financial PlanningFinancial Planning Association membershipSociety of Financial Service Professionals membership
Other Link

Rodgers & Associates' website

Categories
Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service
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