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Home > Financial Planner Directory > Arizona > Phoenix > Dennis J. Rogers, CFP®, CPA

Dennis J. Rogers, CFP®, CPA

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Rogers & Kirby, Inc. / United Planners'

7210 N 16th St

Phoenix, AZ 85020-5201

Phone: (602) 748-1900

Fax: (602) 445-9328

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Employee Benefits
Mutual Funds
Job Loss
Insurance
Life Planning
Startup
Retirement
Stocks & Bonds
Succession Planning
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: Registered Principal offering Advisory Services and Securities through United Planners' Financial Services of America, A Limited Partnership, Member FinRA/SIPC

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.