Our Qualifications

We have been working with individuals and businesses in the Metroplex for over 30 years. Each of our financial representatives has extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients.  We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is that you will understand the financial decisions you are making and have a team of employees at Rogers-Tate Financial that will be willing and able to help you at any time. 

We’re looking forward to using our experience to help you pursue your financial goals.