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Roger Kent Investments Inc
Plano, Collin

Financing specialist
 : 
Roger Kent Investments Inc

Plano, Collin

Prices

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About Roger Kent Investments Inc
Professional experience
Roger Kent Investments Inc - Your Trusted Wealth Management Advisor Introduction: Roger Kent Investments Inc is a prestigious wealth management firm dedicated to assisting clients in achieving their financial goals. With a personalized and planning-based approach, our team of seasoned professionals strives to provide exceptional services that cater to multiple generations of clients nationwide. About Roger Kent: Roger Kent, CFP®, CRPC™, CPFA, is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. With extensive experience in the industry, Roger brings a unique blend of expertise and sensitivity to his clients' financial planning needs. Based in Wayne, Pennsylvania, he has built a strong reputation as a trusted advisor, guiding clients with personalized strategies tailored to their unique circumstances. Our Services: At Roger Kent Investments Inc, we offer a comprehensive range of wealth management services aimed at helping individuals and families pursue their financial goals while effectively managing investment risk. Our services include: 1. Personalized Financial Planning: We work closely with our clients to develop customized financial plans that align with their long-term objectives. By understanding your unique circumstances, we can provide tailored strategies designed to address your specific goals, such as retirement planning, education funding, estate planning, and more. 2. Investment Management: Our experienced team carefully analyzes investment opportunities in order to construct portfolios that align with your risk tolerance and return objectives. We believe in a disciplined approach to investing, leveraging our knowledge and expertise to maximize returns while managing risk effectively. 3. Business Retirement Planning: For business owners, we offer specialized retirement planning services designed to help you and your employees achieve financial security. With a deep understanding of the complexities of company retirement plans, we can assist in selecting and administering the most suitable options, ensuring compliance with regulatory requirements. Why Choose Roger Kent Investments Inc: - Personalized Approach: We understand that each client has unique financial goals and aspirations, and we tailor our services accordingly to address their specific needs. - Experience and Expertise: With Roger Kent's extensive experience and professional credentials, you can trust that you are working with a knowledgeable advisor who stays abreast of industry trends and best practices. - Trusted Partnership: Our team values the trust and confidence our clients place in us. We build long-term relationships based on open communication, transparency, and integrity. Contact Us: To learn more about how Roger Kent Investments Inc can assist you in achieving your financial goals, please reach out to our office in Wayne, PA at (XXX) XXX-XXXX. We look forward to the opportunity to serve you. Note: The information provided above is for illustrative purposes only and may not reflect the most current information available online.

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Location

Plano, Collin (75093)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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