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Rick  Rodgers - Financial Planner in Lancaster, PA

Rick Rodgers

Financial Planner

4.0
(8)
Rick Rodgers is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients at in Lancaster, PA and the surrounding communities.
Location & Business Hours
Business Hours
Thu
8 AM to 5 PM
Fri
8 AM to 4 PM
Sat
closed
Overall Ratings
4.0
(8)
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Reviews from Web
  • 5.0
    google
    F
    Frank T
    Posted on December 21st, 2025 12:00 AM
    My years with Roger’s has been with Patrick Carney. I’ve found him to be totally trustworthy and competent. For me he has been invaluable with tax guidance. Investments are pretty much formula set according to your level of risk. My portfolio...
    read more
  • 5.0
    google
    M
    M H
    Posted on August 21st, 2024 12:00 AM
    Gabrielle is incredible. She goes above and beyond each and every time. Best advisor I have ever worked with.
  • 1.0
    google
    D
    Daniel G
    Posted on February 21st, 2024 12:00 AM
    If I could zero stars I would. This business in particular Erica are complete thieves. They stole money from a dead man which is about as low as you can get. My grandfather passed on October 7th. They were (Erika) contacted on the 8th by my...
    read more
  • 5.0
    google
    J
    Jeff S
    Posted on February 21st, 2023 12:00 AM
    Rick Rodgers has received a review with 5 star rating from Jeff Seevers
  • 5.0
    google
    B
    Brad L
    Posted on February 21st, 2022 12:00 AM
    Great company to deal with. Great people as well.
  • 5.0
    google
    G
    George B
    Posted on February 21st, 2020 12:00 AM
    I very much trust Rodgers and Associates. They work in my best interest and clearly strive to understand and achieve MY financial goals. I'm a tough time consuming customer. Rodgers Assoc always takes time with me and provide solid explanations...
    read more
  • 5.0
    google
    M
    Mark S
    Posted on February 21st, 2020 12:00 AM
    I have been very pleased with my relationship with my advisor at Rodgers and Associates. I have had several other advisors in the past. Unlike my previous financial advisors , they are fee only and sign a fiduciary oath putting my best interests...
    read more
  • 1.0
    google
    A
    Anonymous R
    Posted on February 21st, 2020 12:00 AM
    The people here are nice. I had a previous background in finance. Their fees are high. Also, they can show you a poorly designed financial calculator that tells you to liquidate your pensions and roll everything under there management.

    Disappointed,...
    read more
  • 8 of 8
    About
    Rick Rodgers is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients at in Lancaster, PA and the surrounding communities.
    Specialities
    Comprehensive Financial Planning
    401(k)/403(b)/IRAs
    Charitable & Planned Giving
    Estate Planning
    Investment Management
    Retirement
    Personal Taxes
    63
    /850
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    FAQs
    Here are some Frequently Asked Questions about Rick Rodgers
    What organization is Rick Rodgers associated with?
    Rick Rodgers is associated with Rodgers & Associates, LLC.
    Where is Rick Rodgers based out of?
    Rick Rodgers’s primary location is Lancaster, PA.
    What is Rick Rodgers's phone number?
    Rick Rodgers's phone number is (717) 560-3800
    What is Rick Rodgers's title??
    Rick Rodgers is a Financial Planner.
    What is the position of Rick Rodgers in Rodgers & Associates, LLC?
    Rick Rodgers is the Financial Planner at Rodgers & Associates, LLC.