Financial planning can be overwhelming


That’s why you need us. When you choose Rogers Financial Services, you can expect savvy advice, sound insights, and solutions tailored to you. We offer a wealth of knowledge, professionalism, and a fresh approach to financial planning.



We’ll create a plan to protect what you care about most.


Trust our proven financial planning principles and strategies in these areas:

  Business planning & strategies

  Wealth management

  Insurance



We’ll work with you to create a financial plan that suits your lifestyle and protects your future. We’ll help you to identify goals and opportunities, and to pursue them with confidence.



I have been working with Paul Rogers and the team at Rogers Financial Services for several years now and would highly recommend them to any friend, family member or business associate. They are knowledgeable, professional and extremely thorough in their approach to each client’s specific needs.

Don - Business Owner