Fiduciary And Independent Registered Investment Advisory Firm - McKinney, Frisco, Allen, Prosper

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  • เผยแพร่เมื่อ 4 ก.ค. 2020
  • (214) 556-3255 - www.harmanrogowski.com/company This video gives information about Harman Rogowski & Associates, an independent registered investment advisory (RIA) firm. The video goes into detail about the benefits of being an independent firm, the benefits to clients with the firm being a fiduciary, and going over details as to why the combination of a RIA firm merged with a CPA tax professional and how it can help clients.
    The company is located on the border of Frisco and McKinney Texas, and serves local clients from Allen, Plano, Prosper, Celina, Anna, Fairview, Melissa, Princeton and nearby Collin County towns. The firm also serves clients nationally.
    The company is located at:
    Harman Rogowski & Associates
    1402 S. Custer Road S-102
    McKinney, TX 75072
    (214) 556-3255
    The location is convenient to small business owners and self-employed professionals who live or work in McKinney, Frisco, Prosper, Celina, Plano, Allen, Fairview, The Colony, Princeton, Melissa, Anna and nearby Collin County communities.
    Here is more about Harman Rogowski & Associates:
    Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof. Our vision is simple: we believe people need someone they can trust to look at their entire financial life and provide advice. The antiquated model of receiving investment and tax advice from different parties is broken. During our process you sit with both a CPA and registered financial advisor who work together to optimize your financial life.
    Independent. Fiduciaries. No commissions.
    Always independent and being a fiduciary is in our contract; meaning we only have your best interests in mind when we render advice. We never accept fund kickbacks or trade commissions. We don't sell proprietary products. We measure our success by the financial outcomes of our clients.
    Learn more about our team here:
    www.harmanrogowski.com/team
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