Reviews for Retirement Planners of America

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  • Mar 2023

    Very knowledgeable group of people, that make you feel secure that they will manage your money well. Would highly recommend Retirement Planners of America and my financial planner Tom Pace.

  • Mar 2023

    I’ve been with RPOA for 8 years and think highly of them. With all the turmoil going on with the stock market and uncertain financial future, it is nice to feel that my retirement funds are closely managed so I don’t have to worry about it.

  • Mar 2023

    Conservative investing with the highest priorities to:1) preserve your capital2) achieve the income you need during your retirement3) have that income last as long as you do.I really like Ken Moraif and his approach. It may not be for everyone, but his risk management strategies are very good.

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: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 4.8/5 BBB BBB: No Rating

Retirement Planners of America

10900-B, Stonelake Blvd Suite 205, Austin

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