With the latest insurance benefit strategies & investment technology, it’s still our people that make the difference.
Welcome to Rodney Rich & Company.
Maintaining an independent firm gives us flexibility and access to many investment vehicles and a broad array of companies.
When legal, legislative and compliance changes occur, we take pride in providing unmatched expertise & hands-on support you can rely on.
Our team understands that each organization has unique needs, objectives and budgets. We tailor the design of each benefit plan to meet each client’s specific goals.
Rodney was listed with the Financial Times (May, 2015) as an elite member of The Financial Times Top 401 Retirement Plan Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans. He was listed a Top Advisor again in Sept 2016.
Securities licensed in Florida, Alabama, California, Hawaii, Louisiana, North Carolina, South Carolina, Kentucky, and Illinois are offered through Cadaret, Grant & Co. Inc., Member FINRA/SIPC · Rodney Rich & Co., Members FCU and Cadaret, Grant are separate entities · Not NCUA insured -No Credit Union Guarantee -May Lose Value
Check the background of this firm on FINRA’s BrokerCheck.