Integrity. Independence. Peace of Mind.

General Info

Rodgers & Associates is an independent wealth management firm specializing in serving individuals in and near retirement. We are a fee-only financial planning firm with a team of experienced, highly qualified Certified Financial Planner.

HoursCLOSED NOW

Regular Hours:

Mon - Thu	8:00 am - 5:00 pm
Fri	8:00 am - 4:00 pm
Sat - Sun	Closed

Contact Info

Phones:

Main - 717-560-3800

Fax - 717-581-1435

Toll-Free - 888-876-3437

Address:

2025 Lititz Pike Lancaster, PA 17601

Email:

Contact Us

Link:

Rodgers & Associates' website

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Categories

Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service

Services / Products

We offer complete financial planning services on a fee-only basis. A Certified Financial Planner works with clients to guide them through: Integrated financial, tax, and investment strategies Retirement income planningRisk management and insurance decisionsEstate planning and inheritance issuesCharitable giving plans and decisions

Accreditation

Lancaster Chamber of Commerce

National Association of Personal Financial Advisers

Associations

Rodgers & Associates is a Registered Investment Advisor (RIA) firm with the SEC. Our financial advisors hold accreditations that include: NAPFA (National Association of Personal Financial Advisers) membershipCertified Financial Planner (CFP)Chartered Retirement Planner Counselor (CRPC)Certified Retirement Counselor (CRC)MS in Personal Financial PlanningFinancial Planning Association membershipSociety of Financial Service Professionals membership