5.00 · 5 Bewertungen
Gesamtbewertung
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Ira Haimowitz
· vor 6 Monaten
We have been clients for decades and have always been 100% satisfied with all services provided by RTD
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David Danziger
· vor mehr als 1 Jahr
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
· vor mehr als 1 Jahr
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
· vor mehr als 1 Jahr
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
· vor mehr als 1 Jahr
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.
