With the latest insurance benefit strategies & investment technology, it’s still our people that make the difference.

Welcome to Rodney Rich & Company.

What a journey.

Since 1976, Rodney Rich & Company has provided Employee Benefits, Insurance and Individual Investment Plans and Corporate Retirement Plans for those who understand the unique value of high-touch personal service & dedicated expertise. This year we are celebrating 40 years of exceptional service & results.

Group Insurance

We Provide Group Insurance Services You & Your Employees Deserve

Healthcare Compliance

Healthcare Compliance

We provide expert advice and high tech support for compliance with both state and federal guidelines.

Employee Benefits

Employee Benefits

As a true partner, in today’s turbulent and volatile marketplace, we streamline the process in order to make sure our clients feel secure and confident.

Group Retirement Plans

Retirement Plans

We listen to the employer’s needs and desires, design a plan around those goals, and then implement and educate the employees about the benefits of their retirement plans.

Our Technology
1

Intuitive Technology Employees Will Use

Our Web Portal empowers employers to deliver comprehensive benefit solutions effectively & efficiently in a format convenient to employees & HR.
2

Custom Designed Interface

The HRConnection web portal is easily customized to an employer’s preferences & allows you to deliver targeted employee messages with ease. Our capabilities include various HR interface technologies.
3

Full Service Support

Rodney Rich & Company provides unmatched support to both the HR Department & Employees to ensure they’re getting all the time-saving benefits our technology provides.

Investments & Retirement Plans

We’re a Premier Investment Brokerage Firm

Maintaining an independent firm gives us flexibility and access to many investment vehicles and a broad array of companies.

The Time Has Changed

When legal, legislative and compliance changes occur, we take pride in providing unmatched expertise & hands-on support you can rely on.

  • We anticipate disruptions before they happen.

  • We make any necessary changes to ensure a seamless process for both HR & Employees.

  • We stay ahead of reforms, avoiding penalties, and provide expert guidance & resources for you and your employees.

group-photo of Rodney Rich & Co.

Our Team – Rodney Rich & Company

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.

One of the Nation’s Top Financial Advisors

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.

The top advisors were chosen based on several criteria, including assets under management in defined contribution (DC) plans; degree of specialization in DC plan advising; growth in DC plan assets under management; growth in number of DC plans advised; average population rate in advised DC plans; years of experience as a DC planner; industry certifications; and compliance record.

We’d be honored to have the opportunity to serve you and your employees.

(850) 434-5321

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.