Reviews for Retirement Planners of America

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  • Dec 2023

    John and Beth are the best. Opened an account with them a little over 8 months ago and I have to say it's been awesome. Very through and explaining everything to us. Always answered emails and returned phone calls. Treated us like family. If you getting ready to retire please talk to these folks first. We have all the confidence in them taking care of and growing our retirement funds.

  • Apr 2022

    I have only good things to say about John Broderick, our financial advisor in Chandler, AZ. He has answers to all our questions and we really trust his advice. And his associate, Beth Wittman is such a qualified addition to their office. I highly recommend RPOA for handling investments.

  • Apr 2022

    After many months of listening to the RPOA founder on our local radio station I contacted John and Elizabeth at the local Chandler office. We have been very satisfied with their personalized efforts and overall customer service. Retirement planning and execution requires a team approach and John Broderick continues to take the necessary time to answer questions and respond within a few days with meaningful and helpful information. If anyone is interested in the strategy of "invest and protect" then I would highly recommend RPOA and specifically John and Elizabeth at the Chandler office.

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From Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm that manages over $3.58 Billion for over 6,635 clients.* We provide retirement planning services to those in or near retirement. Our goal is for you to have financial peace of mind in retirement and for your money to last as long as you do. Advisory services offered by RPOA Advisors, Inc. (d/b/a Retirement Planners of America). *As of 12/31/23. Our ideal client has at least $250,000 in investible assets.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services

Ratings

Google Google: 4.9/5 BBB BBB: No Rating

Retirement Planners of America

1120 S Dobson Rd STE 205, Chandler

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