4031 Colonel Glenn Highway
Rodríguez Financial Strategies is an independent financial services firm focused on serving our clients’ best interests above all else - we are not tied to any specific product or investment.
Our Fiduciary Approach:
- We always put our clients' best interests first
- We provide comprehensive financial planning services to assist our clients in making smart financial decisions, for the reasons that are important to them
- The advice and recommendations we provide are what we believe to be in our clients' best interests and appropriate for their personal situation
- Our focus is to select cost-efficient products to help our clients pursue their goals, and we conduct our own independent due-diligence when building and selecting investment portfolios
- We will always be transparent in the compensation we receive for advising, managing and/or selecting investments for our clients' accounts
- We will always disclose any conflict of interest
"We are here to serve you"
Jose "Rafi" Rodriguez, President, Rodriguez Financial Strategies, LLCMark Richmond, Financial Advisor