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Retirement Plan Solutions
- Finance
- Waukesha, WI
About this business
Location details
734 Clinton Street, Waukesha, WI, 53186, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Erik, Josh, & the rest of the RPS Team have been ABSOLUTELY PHENOMENAL to work with. Their professionalism, extreme knowledge base, incredible responsiveness & thoroughness, and extremely positive and personable dispositions have been exemplary. The have expertly guided us through the death of our family's 95 year old patriarch, the transferring of his sizable portfolio estate spread across 3 different companies to his 90 year old wife, while incorporating these assets into newly developed intricate series of Trusts, while a... read more
RPS is great! We worked with Erik and Josh where they really listened to our needs, along with their knowledge, expertise, and explaining in detail (high & low) level, really made with a wonderful experience. We have full trust and faith in this professional team. I would strongly suggestion to give them a call. They are extremely personable and you are not just a number.
My husband was a client of RPS for many years before his death. I have continued as a client because I have great confidence in them to steer me in the right direction. It is obvious that Eric and his team care for the well being of their clients in the way they treat them. They are easy to talk to and answer any questions I have. I highly recommend RPS. You will not regret it.
I cannot say enough about RPS in Waukesha Wisconsin. My mom has had accounts with them for years. Erik and Josh are compassionate; easy to work with; and provide excellent investment advice and service. I have switched my own accounts to them.
In a recent discussion with Erik and Josh, it was again evident as to the consistent direction and support that I have enjoyed for the last twenty years. I met them initially when our company was looking for an improvement in the management of our corporate pension funds. One thing led to another and we made the change to RPS. They not only were successful in improving the performance of our funds, but they also made themselves completely available to work with any of our employees on a personal level which has proved mo... read more
Frequently asked questions about Retirement Plan Solutions
How is Retirement Plan Solutions rated?
Retirement Plan Solutions has a 5 star rating with 7 reviews.
When is Retirement Plan Solutions open?
Retirement Plan Solutions is closed now. It will open on Monday at 8:00 a.m.
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