Rogers Group Financial is an independent financial services firm, owned and operated by its financial advisors.
We are not a financial institution and do not represent any single bank, trust company, life insurance company, or investment firm. In addition, we are not associated with, nor do we answer to, a larger parent company.
Independence is one of the firm’s guiding principles. The ability to provide unbiased advice using the most appropriate services to help our clients meet their financial objectives is fundamental at Rogers Group Financial.
Typically, stockbrokers will try to use stocks and bonds to solve most of your financial problems. Mutual fund salespeople will try solving most financial problems using mutual funds. If you deal with a life insurance agent, they will sell you life insurance products to try to meet your financial needs. At your local bank, they have an interest in using their own products to help meet your financial objectives.
At Rogers Group Financial, we believe that a combination of many different services and/or products will allow us to best meet your financial objectives. We do not want product limitations to bias our advice.
As investment advisors, portfolio managers and insurance agents, advisors at Rogers Group Financial are fully qualified to implement comprehensive solutions. We are licensed to recommend many different product solutions (e.g. stocks and bonds, mutual funds, GICs, life annuities, segregated funds, pooled funds, hedge funds, life insurance, disability insurance, critical illness insurance, long-term care insurance, etc).
It is imperative to us that we implement the most appropriate service(s) to meet your financial objectives. This may mean using a mutual fund or purchasing an annuity or putting in place no financial products.
We use a financial planning methodology to meet your needs. To use a medical analogy, the financial planning process allows us to write a prescription. Once this prescription is written, we need to ensure that we have access to the appropriate medication(s) in our pharmacy.
Our independence gives our advisors the freedom to compare available alternatives in the marketplace and recommend what we believe is the best financial solution for your unique circumstances.