Reviews for Retirement Planners of America

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  • Aug 2024

    Retirement Planners of America (RPOA) is a retirement planning service that manages over $3.58 Billion for over 6,635 clients, with a focus on providing financial peace of mind in retirement. RPOA advisors, such as Hunter and Aljon, are described as helpful, informative, and thorough. They provide clear and prompt answers to clients' questions and take great care of their clients' finances. One client expressed gratitude for discovering RPOA during the 2008 financial crisis and moving their investments, resulting in no losses compared to their mother's sizable sum lost before the switch. Overall, RPOA is highly regarded for its knowledgeable advisors and reassuring annual client meetings, making it an ideal choice for those seeking retirement planning services with a minimum of $250,000 in investible assets.

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

Tips

 online appointments  on-site services

Ratings

Google Google: 4.9/5 BBB BBB: A+

Retirement Planners of America

1300 Summit Ave #600, Fort Worth

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