Individual Investment Planning

Rodney Rich & Company is a premier brokerage firm offering general securities services to corporate and individual investors through our broker dealer, Cadaret Grant, one of the top five privately owned broker/dealers in the Country. Maintaining an independent firm gives us flexibility and access to many investment vehicles and a broad array of companies. We give you a real person to talk to, experts to rely on, and technology that’s not available anywhere else. Our firm can provide you with many investment tools and products including:

Mutual Funds
IRA’s (Simple and Roth)
529 Savings Plans
Estate Planning
Annuities
Bonds

Testimonials

"The City of Gulf Breeze is proud to be associated with Rodney Rich & Company. We are continually pleased with the way the company represents the City in procurement of the best health insurance program we can afford for our staff and their families. Rodney Rich & Company works tirelessly for the City of Gulf Breeze. We are very pleased with the health insurance program they were able to secure for us in a volatile market. Rodney Rich & Company is also available to answer questions from our staff and their families." --Buz Eddy, City Manager, City of Gulf Breeze

“Since our partnership with Rodney Rich & Company in July 2010, I feel as though I have an extension of the HR Department at my fingertips. Each person in the office is more than willing to get me the help I need. From employee claims issues, communication with a carrier or simply to get some background information on an update to health care reform, I can rely on Rodney Rich & Company to help me get my job done. Most importantly, I know if one of our employees call Rodney Rich & Co they will be handled with care. Open enrollment went very well. Our employees are very spread out over 32 locations in 12 states. Face to Face meetings helped answer employee questions. Employees were well informed on their benefit choices and implementation of HR Connection allowed me to get information from employees right away. I couldn’t do it without them.” --Shadow Diessner, Benefits Administrator, Eagle SWS

Rodney Rich and Company has been a great addition to our HR Department. They have added so much to the depth of expertise we have available to assist our employees. The Team at Rodney Rich and Company keeps us up to date on best practice initiatives, trends, and legislative changes, which help us, stay in the know and competitive. Their integrity, service, knowledge and friendly team have provided us with a great partnership for our benefit needs. -- Anice Prosser, Senior Vice President, Human Resources