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Why work with a Certified Financial Planner™

Welcome, I’m Bob Rogers, a financial professional in Haddon Heights, New Jersey. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategies, my personalized service focuses on your needs, wants, and financial goals and objectives. Designing, monitoring, and adjusting a unique plan for your specific situation is the key to being prepared for the future.

I can help you address your needs of today and for many years to come. Building a deep and long lasting relationship is the core of my business. I look forward to working with you through all stages of your life. The first step to any relationship is an introduction. I can be reached at 856-617-0300.

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Our Mission

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

Our six step process

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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