Retirement Planners of America - Pasadena, California

Overview of Retirement Planners of America

Retirement Planners of America (RPOA) is a distinguished financial services company located at 790 E Colorado Blvd Suite 560, Pasadena, CA 91101. They are well-equipped to guide individuals through the complexities of retirement planning with their Financial Planner services. With an address that's easily accessible and a phone number 37035750 available for inquiries, RPOA ensures that clients can reach out effortlessly.

Contact Information

Specialties & Services

RPOA specializes in providing comprehensive Financial Planning services tailored to the unique needs of retirees. Their expertise includes developing strategies that balance growth with security, often referred to as their "invest and protect" approach. This strategy is particularly beneficial for retirees aiming to safeguard their investments against market downturns. Their services extend to both online and onsite consultancy, ensuring convenience and accessibility for clients.

Accessibility & Appointments

• The Entrance, Parking, and Restrooms at RPOA are fully wheelchair accessible, making their services inclusive for everyone.
• They recommend Appointments to ensure a personalized experience tailored to your financial needs.
• Both online and onsite appointments are available, providing flexibility to clients.

Client Opinions

With an impressive Average Opinion of 4.9 out of 5 stars based on 41 reviews on Google My Business, RPOA has garnered a reputation for exceptional service. Clients appreciate the personalized approach and the "invest and protect" strategy, especially highlighted by a retired individual who praised their investment strategy and the advisor's availability and responsiveness. Such positive feedback underscores the company's commitment to client satisfaction and successful retirement planning.

What to Expect

• Professional and personalized financial advice.
• Access to a range of retirement planning services.
• Convenient scheduling options, including online scheduling.
• Inclusive environment with accessible facilities.

Recommendation

If you're seeking reliable financial guidance to ensure a comfortable retirement, Retirement Planners of America is worth considering. Their online presence, combined with a physical location that's easy to reach, makes them an accessible choice for those in the Pasadena area. To start planning your retirement with confidence, visit their website at retirementplannersofamerica.com and schedule a consultation. Don't miss the opportunity to secure your financial future with a company that values your peace of mind as much as your investments do.

👍 Reviews of Retirement Planners of America

Fran F.

5/5

As a retired individual I have been more than happy with RPOA for my investments and financial advisor. Their investment strategy they call "invest and protect" is ideal for a retiree who wants a safety net in case of bear market reversals. My advisor is always on call with questions or if issues come up. Great company.

Michael M.

5/5

I have used the services of RPOA for several years now and have every confidence in the company's philosophy of letting them take the worry out of managing my money. I know the principal investment is safe with this company. My present contact at the company, Cliff Kwan keeps me informed at every turn. He is very knowledgeable at what he does and I trust his advice.

Terri C.

5/5

We chose RPOI and Cliff Kwan to help us develop and navigate our retirement plan, and are 100% confident in trusting them. It's a pleasure to work with them

Diane P.

5/5

Retirement Planners of America is GREAT! They are very informative and thorough. Cliff is my rep and he is knowledgeable and very nice.

Christine H.

5/5

I really appreciate reviewing my retirement funds every 6 months, being able to adjust to my needs and not having to worry about getting out of the market in time. Also getting the immediate updates online from Ken on what's happening in the markets and the world is reassuring about what my investments are doing. Clifford Kwan in Pasadena is great in answering questions anytime I have concerns and in adjusting my investments to my needs. I have been very happy with their service.

Mary V.

5/5

The wise counsel, the follow up, the ease of contact has been a great service to us. Cliff Kwan is well informed and very knowledgeable. He has helped us to maximize our social security benefits and guided us with options to maximize our retirement investments. We appreciate the visual outlay that Cliff provides, of the future projections of our retirement years as changes occur. It is a great assurance to us as we proceed.

Paula V.

5/5

We are so happy with Clifford Kwan and RPOA. We are not experts with investing or preparing for retirement, thankfully Clifford is and he uses his skills and expertise to protect our future. I would (and have) recommend this company and their staff to family and friends!

Lisa P.

5/5

I can't say enough good things about my experience with RPOA. Cliff Kwan has been a critical part of our planning. I'm impressed with the amount of data that he considers in reviewing our status, and the projection graphs that he produces are very helpful, especially to a "visual learner". He's thorough and very pleasant to work with. Highly recommend!