Eric Rogers LLC Competitors

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

In addition to comprehensive wealth management services, Rogers Wealth Group serves as investment manager and third party administrator for a wide range of retirement plans. These include 401(k) plans, defined benefit plans, 403(b) plans, 457 plans, ESOPs and KSOPS. In addition, Rogers Wealth Group serves as investment manager to foundations, endowments and corporate and personal trust accounts.

Since 1981, JFA has been dedicated to managing wealth through financial and strategic investment planning. Our number one goal are your goals. We offer the following financial advisory services: • Investment Management • Financial Planning • Legacy Planning • Investment Asset Allocations • Retirement Planning • Tax Efficient Strategies • Insurance Risk Management At Johnson Financial Advisors, we take pride in our ability to listen to our clients’ needs and goals. Understanding that in each family there isn't a one size fits all strategy, we tailor advice for the sole purpose of each client being able to fulfill their needs and dreams. Disclosure: www.JohnsonFinancial.com. Third-party comments may not be representative of all client experiences.