Focus On Enjoying Your Retirement
Leave The Planning To Us
Focus On Enjoying Your Retirement
Leave The Planning To Us
Welcome To Rogers Financial
We Have 7 Core Values to Ensure a Successful Retirement
In a world where it seems there may be a financial professional on every corner, we strive to be a leader in our planning methodology and our client experience.
Clients First
Trust
Professionalism
Teamwork
Accountability
Excellence
Community
Marc S. Rogers
– Founder of Rogers Financial
Welcome To Rogers Financial
We Have 7 Core Values to Ensure a Successful Retirement
In a world where it seems there may be a financial professional on every corner, we strive to be a leader in our planning methodology and our client experience.
Clients First
Trust
Professionalism
Teamwork
Accountability
Excellence
Community
Marc S. Rogers
– Founder of Rogers Financial
About The Rogers Financial
Rogers Financial and Insurance Services, LLC has been locally owned and operated in Salt Lake City, UT since 2013. With now adding a new location in Scottsdale, AZ. Rogers Financial was founded on a few simple principles: We do what's best for our clients; an educated client makes the best financial decisions. Lead with forward thinking and guide through leadership. We are truly independent, meaning we don't have any sales quotas or extra incentives for choosing some products and services over others. Our recommendations are based entirely on the client's goals and objectives. To accomplish this, we provide customized strategies and solutions that give a clear understanding of one's retirement future. We are a group of professionals with different experiences and backgrounds. We proudly take the TEAM approach when working with our clients. This means that each client is not relying on the advice of just one individual.
At Rogers Financial we want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Lastly, we are all about family. It is important to us that when you call in, an actual person will answer the phone. We know you're calling because it's important and we want to help you as soon as we can; we do what's best for our clients.
1,452+
Happy Clients
3,452+
Plans Created
20+
Years of Experience
About The Rogers Financial
Rogers Financial and Insurance Services, LLC has been locally owned and operated in Salt Lake City, UT since 2013. With now adding a new location in Scottsdale, AZ. Rogers Financial was founded on a few simple principles: We do what's best for our clients; an educated client makes the best financial decisions. Lead with forward thinking and guide through leadership. We are truly independent, meaning we don't have any sales quotas or extra incentives for choosing some products and services over others. Our recommendations are based entirely on the client's goals and objectives. To accomplish this, we provide customized strategies and solutions that give a clear understanding of one's retirement future. We are a group of professionals with different experiences and backgrounds. We proudly take the TEAM approach when working with our clients. This means that each client is not relying on the advice of just one individual.
At Rogers Financial we want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Lastly, we are all about family. It is important to us that when you call in, an actual person will answer the phone. We know you're calling because it's important and we want to help you as soon as we can; we do what's best for our clients.
1,452+
Happy Clients
3,452+
Plans Created
20+
Years of Experience
Our Services
What Service We Offer
Income Planning
Income planning for retirement is essential. We can help you plan your income and make the most of your retirement savings.
Wealth Management
At Rogers Financial, we take a comprehensive and individualised approach to wealth management.
Life Insurance
No one knows what the future holds. Protect yourself and your loved ones with life insurance.
Annuities
AnnuitiesAC can play a vital roll in your retirement. They can help protect your assets from downside risk and also provide you with income you can't outlive.
Retirement Planning
We focus on simplifying complex retirement and financial planning issues to make sure you’re getting the most out of your hard-earned money!
Estate Planning
It’s not just about having a will. It’s about planning for the future and ensuring that your assets go to those you care most about when you can no longer make decisions for yourself.
Our Services
What Service We Offer
Income Planning
Income planning for retirement is essential. We can help you plan your income and make the most of your retirement savings.
Wealth Management
At Rogers Financial, we take a comprehensive and individualised approach to wealth management.
Life Insurance
No one knows what the future holds. Protect yourself and your loved ones with life insurance.
Annuities
AnnuitiesAC can play a vital roll in your retirement. They can help protect your assets from downside risk and also provide you with income you can't outlive.
Retirement Planning
We focus on simplifying complex retirement and financial planning issues to make sure you’re getting the most out of your hard-earned money!
Estate Planning
It’s not just about having a will. It’s about planning for the future and ensuring that your assets go to those you care most about when you can no longer make decisions for yourself.
Our Team of Dedicated Professionals
Marc S. Rogers
Founder
CA License# 0G23277
Christopher Joswick
Operations
CA License# 8444461
Greg Zastrow
Planning Specialist
Brandon Bickler
VP of Operations
AZ License # 6839082
Christopher Joswick
Operations
CA License# 8444461
Greg Zastrow
Planning Specialist
Brandon Bickler
VP of Operations
AZ License # 6839082
Client Feedback
What People Are Saying
Susan Garner
Retiree
Marc and his team helped my husband and I build a retirement plan that has helped us sleep at night.
Mark Edwards
Retiree
I have worked with Marc for about 5 years and his team has been extremely professional and helpful.
Nancy Spears
Retiree
Marc is kind and professional. I have referred him to a lot of my friends and colleagues.
FAQ's
How much in retirement savings do I need to have to work with you?
At Rogers Financial, we work with people in many different scenarios. There is no dollar amount minimum but we do ask that you have began saving for retirement before requesting a meeting.
What if I already have an advisor or professional that is currently giving me advice, why should I work with you?
It never hurts to get a second opinion. At Rogers Financial we pride ourselves on the education we can deliver to you and your family.
Do you work with an Attorney and/or CPA, and do you have access to other resources to help me?
Of course! We feel that proper planning can only be done with a holistic approach. We have partners that can assist with all of your tax and/or legal concerns.
What happens at the first appointment when we meet with you? Do I need to bring something?
Our first meeting will be in person or via phone/zoom, in this meeting we will discuss your needs and objectives as well as your goals for your retirement. It is a good idea to have available your most recent investment statements and other financial related documents. (taxes, will, trust, etc.)
What do you charge for meetings?
We do not charge a fee for your initial discovery meeting. We are here to provide information. If you decide to work with us and there is a fee for doing so, we will make sure you know that ahead of time.
Where do we do our first meeting?
Your discovery meeting can be held in one of our offices, in your home, or via phone/zoom.
FAQ's
How much in retirement savings do I need to have to work with you?
At Rogers Financial, we work with people in many different scenarios. There is no dollar amount minimum but we do ask that you have began saving for retirement before requesting a meeting.
What if I already have an advisor or professional that is currently giving me advice, why should I work with you?
It never hurts to get a second opinion. At Rogers Financial we pride ourselves on the education we can deliver to you and your family.
Do you work with an Attorney and/or CPA, and do you have access to other resources to help me?
Of course! We feel that proper planning can only be done with a holistic approach. We have partners that can assist with all of your tax and/or legal concerns.
What happens at the first appointment when we meet with you? Do I need to bring something?
Our first meeting will be in person or via phone/zoom, in this meeting we will discuss your needs and objectives as well as your goals for your retirement. It is a good idea to have available your most recent investment statements and other financial related documents. (taxes, will, trust, etc.)
What do you charge for meetings?
We do not charge a fee for your initial discovery meeting. We are here to provide information. If you decide to work with us and there is a fee for doing so, we will make sure you know that ahead of time.
Where do we do our first meeting?
Your discovery meeting can be held in one of our offices, in your home, or via phone/zoom.
Take The Next Step.
Request a Complimentary Consultation Today!
Take The Next Step.
Request a Complimentary Consultation Today!
Get In Touch
Assistance Hours
8:30 – 5:00 M-F
Phone Number:
Address
Office: 5635 N. Scottsdale Rd. #170 Scottsdale, AZ 85250
Get In Touch
Address
Office: 5635 N. Scottsdale Rd. #170 Scottsdale, AZ 85250