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Retirement Plan Solutions

5.0

About this business

Location details

734 Clinton Street, Waukesha, WI, 53186, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.06 reviews
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Steve Pasono's profile image
Steve Pasono 
3 weeks ago

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

SD Pasono's profile image
SD Pasono 
3 weeks ago

Erik and Josh at RPS have provided my mother and father with outstanding investment advice and service for well over 20 years. With my father's recent death, both Erik and Josh have gone out of their way to help transition all estate investments into my mother's name. This has been a very complicated process and RPS employees have been kind and understanding with my mother. We trust RPS explicitly and are extremely grateful for all the individualized assistance and attention RPS has provided. 

Mark Sommer's profile image
Mark Sommer 
4 weeks ago

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

Diane Schacht's profile image
Diane Schacht 
a month ago

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. 

Sheri Kempfer's profile image
Sheri Kempfer 
2 months ago

I've had experience with RPS in two capacities. As the Manager of Operations for a multi-location, Milwaukee area medical firm we engaged RPS to provide their entire suite of 401k services to us and to our employees. I could not have been more pleased with the knowledge, experience, and guidance they provided to us as the employer, their support relative to our plan operations, and the education and personal assistance services they provided to our employees, This comfort led me to choose RPS to assist with my personal inves... read more

Frequently asked questions about Retirement Plan Solutions

How is Retirement Plan Solutions rated?

Retirement Plan Solutions has a 5 star rating with 6 reviews. 

When is Retirement Plan Solutions open?

Retirement Plan Solutions is closed now. It will open tomorrow at 8:00 a.m. 

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