RTD Financial

Name: RTD Financial
Address: 30 South 17th Street Ste 1620, Philadelphia, Pennsylvania, 19103, US
Telephone: (215) 557-3800
Rating: 5

5.0 9 reviews

Financial Planners, Financial Advising

30 South 17th Street Ste 1620, Philadelphia, PA 19103

(215) 557-3800

Overall rating

5.0

out of 5

9 reviews

5 star 100%

4 star 0%

3 star 0%

2 star 0%

1 star 0%

About RTD Financial

RTD Financial: Trusted Advisors Since 1983

RTD Financial has been a trusted advisor for individuals, business owners, and organizations since 1983. The firm offers a range of services, including Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management.

RTD's philosophy is centered on being a fiduciary, always acting in the client's best interest. They provide objective advice and transparent fees. The firm takes the time to understand each client's goals, aspirations, and challenges, offering personalized attention and expertise.

Clients praise RTD's extraordinary level of personal care and ethics. The team has guided clients through various life changes, including retirement, providing warmth and support. RTD is proactive in communication, responsive, and leverages its broad network to connect clients with other high-quality professionals.

Overall, RTD Financial is a trusted partner, helping clients focus on what matters most by managing their finances with care and expertise.

Reviews

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Aug 2026

5.0

When my wife and I retired a few years ago, we were unsure how to make our savings and retirement accounts last so that we would never run out of money, never have to work again, limit our tax burden and be able to sleep at night. After searching for the best, we have been with Irene and her team Zach, Jacob and Magdalena and now Dani at RTD Financial for 3 years. They are excellent listeners, knowledgeable, caring and compassionate. They are able to understand the unique needs and goals that we have and our risk tolerance. They have been able to make sure we receive adequate monthly income to meet our needs and have even increased our net worth. We meet regularly… read full review

Oct 2024

5.0

Extraordinary level of personal care and ethics. I started with RTD at around age 55. They motivated me to do what I must to reach comfortable retirement. It would be good to start even earlier. Great people. Great service.

Oct 2024

5.0

My wife and I have been with RTD for decades; first with separate accounts and then together when we got married. The RTD team has been with us every step. We have been through alot of changes in life, including my retirement and RTD has advised us through the entire process. Our quarterly meetings always start with catching up with what is going on with everyone's life before we discuss any financial updates. That warmth of true family is important to us. Thank you RTD!!!

All 9 reviews