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. That’s more than 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
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.
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We anticipate disruptions before they happen.
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We make any necessary changes to ensure a seamless process for both HR & Employees.
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We stay ahead of reforms, avoiding penalties, and provide expert guidance & resources for you and your employees.
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 Advisers
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.
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, and North Carolina. Securities and Advisory Services offered through Cadaret, Grant & Co. Inc., a Registered Investment Advisor and Member FINRA/SIPC · Rodney Rich & Co. and Cadaret, Grant & Co., Inc. are separate entities · May Lose Value
Check the background of this firm on FINRA’s BrokerCheck.