Retirement Planners of America - Plano (TX)

5 /5 Margo Liss: We have been with RPOA since long before the name change and are grateful for the peace of mind they provide. Their methodology aligns with mine and all of the folks take very good care of us. They are accessible, responsive and are just generally down-to-earth folks. Add to that that our portfolio is doing very well. Wins all around!

5 /5 Lorell Marie: My husband I have worked with Ken Moraif for 11 years. We have always had great confidence that he and his staff invest our money wisely, keep up with how the markets are reacting to the economic and financial climate, and acknowledge the importance of keeping us informed about all these factors with regular emails. He and his staff have always responded quickly and courteously to any questions we have had about their plans regarding our investments. Two meetings per year are also set up to go over our financial situation and what we can most likely expect in the coming years, considering our income, our spending, and inflation. We believe our money is in good hands, and I highly recommend their company for anyone who wants to be financially secure leading up to and during retirement.

5 /5 Sosa Ruiz Dulce: The expertise of my financial planner is unmatched! They provided me with invaluable insights and strategies that helped me save for my future. Their attention to detail and commitment to my success made all the difference

5 /5 Silvia Valdez Lara: Hiring a financial planner was one of the best decisions I’ve made. They helped me navigate complex financial decisions and gave me peace of mind about my investments. I feel secure knowing I have a plan in place.

5 /5 Michael Hilgert: We have have been with Money Matters now RPOA for 15+ years. Having our retirement funds with them has been extremely comforting. Our advisor, Natalie, works hard to keep us informed at all times. I am surprised that even if I send a question on weekends or after business hours we get a response.