Services Offered
Investment Strategy Planning
Personalized investment advice to maximize returns and minimize tax implications, tailored to your financial goals.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and peace of mind for your future.
Tax Planning Services
Expert tax advice and annual check-ins to optimize your financial position and compliance.
Insurance Solutions
Guidance on life, health, and other insurance policies to protect you and your family.
Financial Check-Ins
Regular reviews and adjustments to your financial plan to adapt to life changes and market conditions.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
K
Kate Talbot
via Google
about 1 year ago
I wanted to write about my experience with Taylor Zimmerman at RGA Financial, as I couldn't ask for better service and advice. When I showed up at Taylor's office many years, newly divorced and a single mom of small children with little income and significant concern about my and my children's future. Taylor, not only listened to my story, but provided me wonderful and enduring advice of handling of insurance at that moment. Fast forward to significant improvement in my financial position, Taylor has consistently knocked it out of the park with advice of about additional insurances and investments both personally and professionally putting me in an excellent current and future financial position. I have recommended him to many friends and colleagues and will continue to do so. Thank you so much, Taylor for your time, knowledge and patience.
B
Bob Ascahvia Google
over 1 year ago
My wife and I have been Ron's clients for about thirty years. We are very satisfied with both the tax services and the annual financial check-ins. Our family members have also used his services and also have been fully satisfied.
A
Ann Barnesvia Google
over 1 year ago
Ron thoroughly explained the investment strategy he recommended for me in terms that I understood. He is approachable, extremely knowledgeable and guides me in a professional yet friendly manner. Highly recommend.
B
Barry Closevia Google
over 1 year ago
Trustworthy, Professional, Awesome! We have worked with the advice from RGA for over 25 years and in that time they have helped us greatly in managing our finances and retirement planning.
C
Chloe Onofrychukvia Google
about 6 years ago
We booked an appointment with Ron to review our investments and work on our financial plan. Ron is very knowledgeable and took the time to review our options and clearly explain a strategy to maximize our investments and minimize any tax implications. He was very thorough and took the time to review everything, answer our questions and make sure that we understood it all. I'd definitely recommend Ron for financial planning.
