Rogers and Kirby offers a full range of financial services from a team of professionals. Their goal is to provide their clients with inspiring financial strategies, based on a comprehensive understanding of what is truly important to each individual. This approach enables them to assist their clients to live a life of real value.
Because many people regard financial investing and planning as complex and confusing, they often miss out on rewarding financial opportunities. They also may take unnecessary risks and fail to adequately protect their assets.
Rogers & Kirby, Inc. develop and maintain a unique roadmap for each client, which takes into account their unique values, goals and circumstances.
They are deeply committed to developing long term relationships with their clients and providing each one with first class service. Their primary determining factor in accepting new clients is how serious that person is about their financial future. For that reason, they have no investment minimum to begin working with them.
Advisory Services and Securities offered through UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA. Member FINRA and SIPC