Rollins Financial, Inc.

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Introduction: Rollins Financial, Inc. has more than two decades of providing detailed and customized personal financial planning and investment advice to clients, both big and small. Our comprehensive approach focuses beyond just investment strategy and also emphasizes a coordinated financial plan and tax strategy. We take pride in our fee-only structure which aligns our interests with our clients. As our clients do better, so do we. This way, we are incentivized to use only the highest-quality and most efficient solutions available.

Overview

7 employees

34 years in business

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What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the assets we manage for our clients. We are a fee-only planner.
What is your typical process for working with a new customer?
We work with clients to prepare a financial plan and a strategy for wealth management. In addition we offer tax preparation and strategies for our clients
What education and/or training do you have that relates to your work?
Edward Wilcox is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER.

Rollins Financial, Inc.

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