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Rollins Financial, Inc.

35

years in business

35

years in business

Contact for price

Service type
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About
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

35 years in business

Business hours

Sun8:00 am - 6:00 pmMon8:00 am - 6:00 pm

Payment methods

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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

FAQs

  • 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.