From RTD Financial
Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles: 1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent. 2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges. Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation.
Google: 5/5
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!