Rogers Tax Advisory Group

Name: Rogers Tax Advisory Group
Telephone: +18435525444
Rating: 5.00

Financial planner 5.00 4000 Faber Pl Dr #300, Charleston, SC 29405, United States

Rogers Tax Advisory Group assists retirees and near-retirees in Charleston, SC. We provide guidance on Social Security, protected income, and tax-efficient withdrawal plans. Our goal is to maximize your retirement income while ensuring peace of mind.

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Services Rogers Tax Advisory Group offers

Rogers Tax Advisory Group offers a variety of services to help ensure a successful retirement.

Optimize Social Security benefits
Establish protected income streams
Create tax-efficient withdrawal plans
Tax return preparation
Retirement planning consultations
Resource management and analysis
Guaranteed income strategies
Asset preservation techniques

Rogers Tax Advisory Group business numbers & email addresses

Email addresses

Not available.

Phone number

+18435525444

Location & directions

Located at 4000 Faber Place Drive, Suite 300, Charleston, SC, Rogers Tax Advisory Group is easily accessible for personal consultations. For detailed directions, please visit our website or use a GPS service.

4000 Faber Pl Dr #300, Charleston, SC 29405, United States

Service hours

Monday	9 AM–5 PM
Tuesday	9 AM–5 PM
Wednesday	9 AM–5 PM
Thursday	9 AM–5 PM
Friday	9 AM–5 PM
Saturday	Closed
Sunday	Closed

Rogers Tax Advisory Group overview

Rogers Tax Advisory Group is dedicated to helping retirees and near-retirees in Charleston, SC, achieve a financially secure retirement. We specialize in optimizing Social Security benefits, establishing protected income, and designing tax-efficient withdrawal plans. Our comprehensive approach ensures that clients can enjoy their retirement without financial worries.

Send letters & parcels

For sending letters or parcels to Rogers Tax Advisory Group, address them to their Charleston office. Use proper postage for secure delivery. Ensure that your return address is also included in case the parcel needs to be returned.

Send a resume or CV

To send your resume or CV to Rogers Tax Advisory Group, please prepare a professional document outlining your experience and skills. You can mail it directly to their physical address in Charleston, SC. Ensure that your contact information is up-to-date to facilitate any follow-up.

Business highlights

Retirement planning expertise
Comprehensive tax services
Focus on maximizing income

Accepted payment methods

Credit CardBank TransferCheck

Customer experiences

Victoria Printz

Rogers Tax Advisory Group is excellent! Being new to the area, I had asked around and several people recommended them. Jerry can help with any assistance with retirement planning and investing strategies and Jay is a whiz with tax preparation. They are responsive efficient. Incredibly good at what they do and probably too reasonably priced. They are a gem and I am so thankful to have been referred their services.

Jim Conley

Jerry and there team have done our taxes for years. They provide us with great results that are honest and through. They have provided options and advise to us in our tax planning that has saved us money and always got back with our questions in a timely manner. Thank you for your friendship and professionalism.

Shelley Alber

Rogers Tax Advisory Group has been doing our taxes for many years. They are thorough, professional and take time to explain what they’re doing. I highly recommend them for your tax preparation professionals.

Gene Covello

Jerry is an extremely honest person and always did his best for me. He always advised me towards the best investments for me. He always did taxes honestly and got me a return. I would highly recommend him for any of your monetary needs.