About RTD Financial
Reviews for RTD Financial
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
RTD Financial: Trusted Advisors Since 1983 RTD Financial has been a trusted advisor for individuals, business owners, and organizations since 1983. The firm offers a range of services, including Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. RTD's philosophy is centered on being a fiduciary, always acting in the client's best interest. They provide objective advice and transparent fees. The firm takes the time to understand each client's goals, aspirations, and challenges, offering personalized attention and expertise. Clients praise RTD's extraordinary level of personal care and ethics. The team has guided clients through various life changes, including retirement, providing warmth and support. RTD is proactive in communication, responsive, and leverages its broad network to connect clients with other high-quality professionals. Overall, RTD Financial is a trusted partner, helping clients focus on what matters most by managing their finances with care and expertise.
Extraordinary level of personal care and ethics. I started with RTD at around age 55. They motivated me to do what I must to reach comfortable retirement. It would be good to start even earlier. Great people. Great service.
My wife and I have been with RTD for decades; first with separate accounts and then together when we got married. The RTD team has been with us every step. We have been through alot of changes in life, including my retirement and RTD has advised us through the entire process. Our quarterly meetings always start with catching up with what is going on with everyone's life before we discuss any financial updates. That warmth of true family is important to us. Thank you RTD!!!
We have been working with Rich, Rachel and her team for over 10 years, and I can't recommend them highly enough. Their comprehensive approach to financial planning has provided us with peace of mind, knowing every aspect of our financial future is being carefully considered. They are proactive in their communication, always keeping us informed, and incredibly responsive whenever we need them. One of the greatest advantages of working with them is their broader network in financial services, which has led to several high-quality introductions for things like insurance and tax accountants. This team truly goes above and beyond!