Reviews for Retirement Planners of America

Feb 2023

I've been with RPoA for 9 years and haven't run out of money yet! I like our strategy, preventing large losses. Karli has been very responsive anytime I have a question. Overall, great financial advisors.
Feb 2022

Karli Bradley always makes us feel like we're her only clients. She claims to be a geek because she enjoys fiddling with various financial data. We think she's a rock star! Her & her staff are always ready to help us with anything we need....even though we make it difficult for them to reach us due to our busy schedules! Oh. I forgot to mention that she has not only been great at keeping our hard earned money safe, she's managed to make us a healthy profit as well!
Feb 2022

As my husband and I approached retirement, it became more and more important for us to have a financial advisor that focused on retirement planning. We found Retirement Planners of America and liked their focus, resources and strategies. We became clients of Karli Bradley at the Scottsdale office. She is very knowledgeable, responsive, and committed. We enjoy working with her, and she has been a great resource for us.

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.