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RTD Financial

Comprehensive financial planning with a proactive, personal touch.

5(5 reviews)
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About

RTD Financial in Philadelphia provides comprehensive financial planning and advisory services. Clients commend its proactive communication, responsive service, and a warm, holistic approach that feels like family. Rich, Rachel, and the team leverage a broad network of professionals—from insurance to tax specialists—to support clients through life changes and retirement planning with trusted guidance.

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Location

30 S 17th St Suite 1620, Philadelphia, PA 19103, USA

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Services

Comprehensive Financial Planning

Personalized strategies covering retirement, investments, and long-term goals for peace of mind.

Retirement Advisory Services

Expert guidance through retirement transitions, including planning and management for a secure future.

Insurance and Tax Coordination

Access to a broader network for high-quality introductions to insurance providers and tax accountants.

Investment Management

Sophisticated technology and knowledgeable advisors to optimize and grow your investment portfolio.

Quarterly Client Reviews

Regular meetings to discuss financial updates, life changes, and proactive adjustments to your plan.

5.00 · 5 reviews

Overall rating

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Ira Haimowitz

via Google
· 10 months ago

We have been clients for decades and have always been 100% satisfied with all services provided by RTD

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David Danziger

via Google
· 1 year ago

Extraordinary level of personal care and ethics. I started with RTD at around age 55. They motivated me to do what I must to reach comfortable retirement. It would be good to start even earlier. Great people. Great service.

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David Keefer

via Google
· 1 year ago

My wife and I have been with RTD for decades; first with separate accounts and then together when we got married. The RTD team has been with us every step. We have been through alot of changes in life, including my retirement and RTD has advised us through the entire process. Our quarterly meetings always start with catching up with what is going on with everyone's life before we discuss any financial updates. That warmth of true family is important to us. Thank you RTD!!!

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Thomas Gunton

via Google
· 1 year ago

We have been working with Rich, Rachel and her team for over 10 years, and I can't recommend them highly enough. Their comprehensive approach to financial planning has provided us with peace of mind, knowing every aspect of our financial future is being carefully considered. They are proactive in their communication, always keeping us informed, and incredibly responsive whenever we need them. One of the greatest advantages of working with them is their broader network in financial services, which has led to several high-quality introductions for things like insurance and tax accountants. This team truly goes above and beyond!

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Eric Frank

via Google
· 1 year ago

RTD is an excellent financial advisor company. It has knowledgeable advisors and sophisticated technology combined with a warm, holistic approach to financial advising. Highly recommended.

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