Roland Financial Wealth Management

We have had a great experience working with everyone at Roland Financial. They really take the time to learn your expectations and explain the best options, always with your best interest in mind. Jim stays in touch, keeping us informed of market changes, and provides us with opportunities to help reach our retirement goals. Having Roland and the team manage our retirement plans has been a pleasure, removing all the stress.

Re: We have had a great exper ... Roland Financial Wealth Management replied on Tuesday, September 21st 2021

We're happy to hear we can take the stressful part of retirement off your plate. Thanks for your review Brian!

I feel that I can relax and enjoy my retirement since having trusted Roland Financial with my savings to support my way of life.

Re: I feel that I can relax a ... Roland Financial Wealth Management replied on Wednesday, September 15th 2021

Thank you Dolly, we're happy to help you achieve your retirement goals.

Connie Miller opted not to leave a text review of Roland Financial Wealth Management

Helped us rework retirement resources efficiently

Re: Helped us rework retireme ... Roland Financial Wealth Management replied on Tuesday, September 14th 2021

Thank you peg for your review.

I was pleased to work with Roland Financial during a time when I was concerned about my retirement goals. Roland Financial worked with me to assure me that my timeline for retiring would be reached. I appreciate their expertise and customer service.

Re: I was pleased to work wit ... Roland Financial Wealth Management replied on Tuesday, September 14th 2021

Thank you Thomas for your review. We're honored to get to work with you.

Roland has been wonderful to us. He took us through the confusing world of health insurance, and we couldn't be happier.
He is professional, intelligent, and funny. We would recommend him (and have done so many times) to others.

Re: Roland has been wonderful ... Roland Financial Wealth Management replied on Friday, July 16th 2021

Thank you, Pat, for your review and your kind words. We appreciate you recommending us time and again.

Knowledgeable and experienced, supported us in developing retirement goals with a plan that met our specific needs!

Re: Knowledgeable and experie ... Roland Financial Wealth Management replied on Tuesday, September 14th 2021

Thank you for your kind words Anita.

Karen Malec opted not to leave a text review of Roland Financial Wealth Management

Have helped my wife and I in seeing the importance of paying ourselves and getting out of debt to better enjoy retirement.

Re: Have helped my wife and I ... Roland Financial Wealth Management replied on Tuesday, September 14th 2021

Thank you Mark for your review. We're honored to work with you both.

Investments, Retirement and Medicare can be difficult to navigate. Roland was a HUGE help when my husband was critically ill in the hospital and his medical insurance was about to expire. Roland stepped in and helped me get him enrolled in Medicare so there were no insurance gaps. Since that time I have relied on Roland for investment and retirement guidance and I am very happy with the results. I highly recommend Roland and his staff at Roland Financial, they are trustworthy and hard working for their customers. A+++

Re: Investments, Retirement a ... Roland Financial Wealth Management replied on Tuesday, September 14th 2021

Thank you for your review Suzanne. We make it our mission to treat people like members of our family.