Richard W. Rogers Email & Phone Number

At Abbey Capital LLC we specializing in managing funds for both public and private clients. Our clients include municipalities, government agencies, corporations, and non-profit organizations. All assets are custodied at Pershing LLC. Through our broker dealer , Cetera Advisors llc, We offer over 30 years of expert knowledge on the rules and regulations governing the management of these funds. Our first meeting is to discuss your current investment plan, your past investment experiences, and what value we may or may not be able to offer. Once we have an understanding of what we would be trying to achieve as a team, we can begin to develop a plan of action that implemented over time may help you address your financial objectives. The mutual trust we develop with each client is paramount in our ongoing relationships. Continuously monitoring portfolios enables us to help our clients work towards their investment objectives. Our offices are located at 587 Washington Street, Canton, MA, 021021. As a fourth generation Milton, MA resident my family and I are active in the Milton Public Schools and the financial well being of the town. I am a member of the Massachusetts Treasurers and Collectors Association. My email is rrogers@abbeyllc.comSecurities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera firms are under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisors llc and have not been reviewed by Cetera Advisors llc as to accuracy or completeness.The financial professionals associated with this page may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Portfolio Management, Trust Funds For Municipalities, Retirement Planning, Investment Advisory Services, and 7 others.