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 Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. He was listed as a Top Adviser again in Sept 2016.
The top advisers 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. Approximately 540 qualified applications were received; 401 advisers were selected, representing 74.3 percent of applicants. Not indicative of adviser’s future performance. Your experience may vary.
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.