About Retirement Planners of America
Reviews for Retirement Planners of America
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Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm that manages over $3.58 Billion for over 6,635 clients. They provide retirement planning services to those in or near retirement, with the goal of helping clients achieve financial peace of mind and ensuring their money lasts as long as they do. Clients praise RPOA's responsive and caring advisors, such as Karli, who have provided excellent customer communication and support. RPOA's investment strategy has also impressed clients, who appreciate the firm's focus on preventing large losses and taking care of their money so they can enjoy retirement.
I've been with RPoA for 9 years and haven't run out of money yet! I like our strategy, preventing large losses. Karli has been very responsive anytime I have a question. Overall, great financial advisors.
Karli Bradley always makes us feel like we're her only clients. She claims to be a geek because she enjoys fiddling with various financial data. We think she's a rock star! Her & her staff are always ready to help us with anything we need....even though we make it difficult for them to reach us due to our busy schedules! Oh. I forgot to mention that she has not only been great at keeping our hard earned money safe, she's managed to make us a healthy profit as well!
As my husband and I approached retirement, it became more and more important for us to have a financial advisor that focused on retirement planning. We found Retirement Planners of America and liked their focus, resources and strategies. We became clients of Karli Bradley at the Scottsdale office. She is very knowledgeable, responsive, and committed. We enjoy working with her, and she has been a great resource for us.