Retirement Plan Solutions

SD Pasono 

on Google

2 months 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. 

Steve Pasono 

on Google

2 months 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

Shelly Sickbert 

on Google

a week ago

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. 

Mark Sommer 

on Google

2 months 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

Lance Haut 

on Google

2 months ago

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.