RP
Retirement Planners of America
Fort Worths vertrauenswürdige Altersvorsorgeplanung mit klarer Orientierung und fortlaufender Unterstützung.
5
Business
$$$
Fort Worths vertrauenswürdige Altersvorsorgeplanung mit klarer Orientierung und fortlaufender Unterstützung.
Retirement Planners of America bietet Altersvorsorgeplanung und Anlageberatung in Fort Worth an. Kunden loben den Berater Robert Tunnell für Geduld, klare Erklärungen und fundiertes Fachwissen. Sie schätzen seine fortlaufende Kommunikation, einschließlich wöchentlicher Newsletter und halbjährlicher Überprüfungen, und vertrauen auf seine Expertise bei der Führung von Ruhestandsportfolios, einschließlich der Firmengeschichte unter dem Namen Money Matters.
Keine Fotos verfügbar
Personalisierte Anlagestrategien, die auf Ihre Ruhestandsziele zugeschnitten sind, mit regelmäßigen Überprüfungen und Anpassungen.
Expertenberatung zur Verwaltung und Übertragung geerbter Rentenkonten, um Steuervorteile zu optimieren.
Klare, verständliche Erklärungen zu Markttrends und komplexen finanziellen Szenarien, um informierte Entscheidungen zu ermöglichen.
Regelmäßige Kommunikation, um Kunden über Marktentwicklungen und die Performance des Portfolios zu informieren.
Ganzheitlicher Ansatz, der Investitionen, Risikomanagement und langfristige finanzielle Sicherheit für einen sorgenfreien Ruhestand umfasst.
Gesamtbewertung
Doug Miller
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
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
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
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
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.
Beanspruchen Sie Retirement Planners of America, um Informationen zu aktualisieren, auf Bewertungen zu antworten und auf Analysen zuzugreifen.
