Rodgers & Associates
2025 Lititz Pike, Lancaster, PA 17601
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.
More Business Info
Integrity. Independence. Peace of Mind.
- BBB Rating
- Hours
- Regular Hours
Mon - Thu: Fri: Sat - Sun Closed - 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
- Categories
- Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service
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