Our retirement goal for you: financial peace of mind. We specialize in retirement planning. We believe that if you're retired or retiring soon, your investment strategy must shift, and we have an Invest and Protect™ strategy to help you protect your savings. And our comprehensive approach doesn't stop there. Our retirement planning services include tax planning, estate planning and more.
Website: rpoa.com
Phone: (888) 706-3529
Closed now
- Sun Closed
2820 Dallas Pkwy Plano, TX 75093 ·1036.42 mi
Is this your business? Verify your listing
Reviews
yelpThe primary goal of RPOA appears to be the acquisition of new customers. Personal care is of existing customers appears to be down the list. Their strategy is ok but not too imaginative. The...
MoreRPOA is nothing more than a money hungry organization with a proven failed procedure to protect retirees from market downturns!! I personally experienced this failure and lost a large sum of...
MoreTransferred an IRA into RPOA in 2023. Initial communication was great but once they had my funds, communication was not good. In the past two years, I had two meetings and in 2025, I would call to...
MoreInteresting all the bad reviews?!?!!! I gave them a lot of $$$ 14 years ago and pulled out during that time A LOT!!!! I wanted to know how much I took and what was left! I was ecstatic! I still...
MoreI would give this company ZERO stars if I could. They talk smack about making sure you don't lose your money when the market turns, well they invest ALL of their clients money in the same 3 funds...
More