Rogers & Kirby

Rogers and Kirby offers a full range of financial services from a team of professionals. Our goal is to provide clients with inspiring financial strategies, based on a comprehensive understanding of what is truly important to each individual. This approach enables us to assist our clients to live a life of real value. Because many people regard financial planning as complex and confusing, they often miss out on rewarding financial opportunities. They also may take unnecessary risks and fail to adequately protect their assets. We develop and maintain a unique road map for each client, which takes into account their unique values, goals and circumstances. We are deeply committed to developing long term relationships with our clients and providing each one with first class service. Our primary determining factor in accepting new clients is how serious that person is about their financial future. For that reason,we have no investment minimum to begin working with us. Advisory Services and Securities offered through United Planners Financial Services. Member FINRA and SIPC United Planners and Rogers and Kirby are independent companies.