Retirement Planners of America

Name: Retirement Planners of America
Address: 1300 Summit Avenue, Fort Worth, TX, 76102, US
Telephone: (817) 717-8200
Price range: $$$
Rating: 5

Fort Worth's trusted retirement planning with clear guidance and ongoing support.

5(5 reviews)

financial-advising

$$$

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About

Retirement Planners of America provides retirement planning and investment guidance in Fort Worth. Clients praise advisor Robert Tunnell for patience, clear explanations, and deep knowledge. They value his ongoing communication, including weekly newsletters and biannual reviews, and trust his expertise in guiding retirement portfolios, including the firm’s history as Money Matters.

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Location

1300 Summit Ave #600, Fort Worth, TX 76102, USA

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Information

1300 Summit Avenue

Fort Worth, TX, 76102

(817) 717-8200 www.rpoa.com/fort-worth-tx/

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Services

Retirement Portfolio Management

Personalized investment strategies tailored to your retirement goals, with regular reviews and adjustments.

Inherited IRA Assistance

Expert guidance on managing and transferring inherited retirement accounts to optimize tax benefits.

Financial Education and Consultations

Clear, patient explanations of market trends and complex financial scenarios to empower informed decisions.

Weekly Newsletters and Updates

Regular communication to keep clients informed about market movements and portfolio performance.

Comprehensive Retirement Planning

Holistic approach covering investments, risk management, and long-term financial security for a worry-free retirement.

5.00 · 5 reviews

Overall rating

Doug Miller

via Google

· 1 year ago

I have been RPOA since they were MoneyMatters. I have been very happy with what they have done for me with my investments. I only wish that I had come to them sooner. They have put in a position where I can enjoy my retirement without worrying about money all the time. Their buy, hold, and sell philosophy takes the scary out of the stock and bond markets. The staff at RPOA are superb and always make you feel welcome. I highly recommend them to anyone that is looking to invest and protect their retirement.

marcia culver

via Google

· 1 year ago

Robert Tunnell has been my Retirement Planner since I moved my portfolio to RPOA (formerly known as Money Matters) 8 years ago. He is a very congenial person, and truly cares about his clients. He has done a great job meeting with me on a regular basis to keep me informed about the status of my accounts, explain what the market has been doing, and conveying what he foresees and recommends for the future. On a couple occasions, I have asked him to explain a few rather complex scenarios to me, and the quality of his explanations were what you would expect from a college professor. Robert has the ability to take a complicated question, and answer it in such a manner that it is easy to understand. He is extremely knowledgeable, and I trust his expertise when making decisions on the balance of my portfolio. In summary, I couldn't be more pleased.

Keve Ribardo

via Google

· 1 year ago

I have had Robert Tunnell as a retirement advisor with Retirement Planners of America for over 2 years now and have been very impressed by his knowledge and thoroughness. Robert is very patient and explained everything I have asked in a way that made it easy to understand. He is a great listener. I highly value his advice and professionalism. Robert is a pleasure to deal with. Thanks for all your help.

James Hall

via Google

· 2 years ago

I moved my retirement portfolio to RPOA a number of years ago and have never looked back. They truly care about their clients and continually keep us informed with weekly newsletters and twice yearly reviews. My advisor, Robert Tunnell, has been excellent and has been a great help to me. He is very easy to work with and Just recently assisted me in moving an inherited IRA.

Nb Kort

via Google

· 2 years ago

I have been a client of RPOA for several years. My advisor is Robert Tunnell. He has been the BEST! From the beginning he took the time to help me understand how not only my personal investments work but also how the whole of his business works. I see the excitement in him as he shows me the ways he researches market movement. I think he's brilliant - he is educated and has a wealth of experience having done this for many years. The best thing is that I trust him. I do recommend him to others.

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