Roger and Jennifer began reaching out to me in 2021. I had just returned to work in the office voluntarily and was extremely busy with most of my division choosing to continue working at home.
I shared my concerns with both Roger and Jennifer, and how my distrust of the government increased significantly during Covid. That distrust had also spread to non-government offices, including financial businesses that reached out to me unsolicited. Roger and Jennifer listened to my concerns and worked to reassure me that help was available. After three years of persistent calls, and educating me on available options, I decided to trust White Horse Financial and Roger and Jennifer.
I had experienced a significant loss (at least to me) in my Vanguard IRA because of that company’s decision to pursue ESG investments and was considering buying gold and/or silver but had no idea how to go about it. I shared my concerns with Roger, and he offered sound, relevant advice that made sense to me.
It wasn’t long until Allianz announced a 40% bonus to potential investors and Jennifer reached out to me with the news. I made the decision to move my Vanguard IRA to an Allianz annuity and that decision has proven to be a very solid financial move. I made back all the money I lost with Vanguard, plus some.
Once I saw the results of my Allianz decision, I asked Roger to find the most aggressive annuity he could find, that was reliable and had a demonstrated record of performance, so that I could move most of my TSP fund into it. A few weeks later he reached out with a recommendation, and I made that move. I am completely satisfied with my results and have no regrets.
Roger’s advice and guidance have been right on target, and I feel very reassured as I’m facing potential RIF actions from the VA and am 16 months from my full retirement age. Roger gave me the information I needed, at a crucial time, to make solid financial decisions to make sure I was as prepared as I could be for retirement.
I recommend White Horse Financial without hesitation.
Jimmy B.
I have nothing but good things to say about this establishment. Has always kept us up to date with the latest financial information. Super nice people to do business with.
Ronald D.
Roger is a well versed consultant, who is customer service focused on improving lives of individuals using Financial Instruments and or Financial Services that provides safe wealth accumulation and income protection.
Sonia D.
Roger is so thorough and makes it easy to understand complicated Financial matters. He has become a very important friend of our family. We appreciate very much his valuable financial advice
Jeff K.
Roger is honest, knowledgeable, patient and personable... the most important qualities you'd want in a Financial Advisor.
David I.
Always puts our interests first. Roger tells me the pros and cons of anything I ask but ultimately does whatever I decide.
Mariano C.
Mr. Harris is very knowledgeable of his craft, polite and a consummate professional.
Andrea C.
Professionalism, Quality, Responsiveness, Value - All 5 Stars
Mike S.
After hearing a talk radio show about the RAFT strategy, I called WHF to get more information. Roger got back in touch with me quickly and worked around our schedule to make himself available to us. Roger was friendly, cordial and ATTENTIVE. After getting to know us a little better and looking at our situation, he actually steered us in a different direction than our current strategy. What a difference it has made! Roger is very knowledgeable and listens to what you say so he can better guide you in your investment strategy. I would not hesitate to recommend Roger Harris and White Horse Financial to anyone. As they say: If there were a better way, when would you want to know?
Yongping Y.
Roger and his team have worked diligently to set up my retirement account and help to meet my retirement goals.
Robert K.
I have known for many years. He is honest. After I retired, I rolled my 401K into an IRA at a large national bank. Last year, he reviewed my IRA. Roger gave me a better rate of return, and ensured that my wife would not suffer any financial loss upon my death.
I shared my concerns with both Roger and Jennifer, and how my distrust of the government increased significantly during Covid. That distrust had also spread to non-government offices, including financial businesses that reached out to me unsolicited. Roger and Jennifer listened to my concerns and worked to reassure me that help was available. After three years of persistent calls, and educating me on available options, I decided to trust White Horse Financial and Roger and Jennifer.
I had experienced a significant loss (at least to me) in my Vanguard IRA because of that company’s decision to pursue ESG investments and was considering buying gold and/or silver but had no idea how to go about it. I shared my concerns with Roger, and he offered sound, relevant advice that made sense to me.
It wasn’t long until Allianz announced a 40% bonus to potential investors and Jennifer reached out to me with the news. I made the decision to move my Vanguard IRA to an Allianz annuity and that decision has proven to be a very solid financial move. I made back all the money I lost with Vanguard, plus some.
Once I saw the results of my Allianz decision, I asked Roger to find the most aggressive annuity he could find, that was reliable and had a demonstrated record of performance, so that I could move most of my TSP fund into it. A few weeks later he reached out with a recommendation, and I made that move. I am completely satisfied with my results and have no regrets.
Roger’s advice and guidance have been right on target, and I feel very reassured as I’m facing potential RIF actions from the VA and am 16 months from my full retirement age. Roger gave me the information I needed, at a crucial time, to make solid financial decisions to make sure I was as prepared as I could be for retirement.
I shared my concerns with both Roger and Jennifer, and how my distrust of the government increased significantly during Covid. That distrust had also spread to non-government offices, including financial businesses that reached out to me unsolicited. Roger and Jennifer listened to my concerns and worked to reassure me that help was available. After three years of persistent calls, and educating me on available options, I decided to trust White Horse Financial and Roger and Jennifer.
I had experienced a significant loss (at least to me) in my Vanguard IRA because of that company’s decision to pursue ESG investments and was considering buying gold and/or silver but had no idea how to go about it. I shared my concerns with Roger, and he offered sound, relevant advice that made sense to me.
It wasn’t long until Allianz announced a 40% bonus to potential investors and Jennifer reached out to me with the news. I made the decision to move my Vanguard IRA to an Allianz annuity and that decision has proven to be a very solid financial move. I made back all the money I lost with Vanguard, plus some.
Once I saw the results of my Allianz decision, I asked Roger to find the most aggressive annuity he could find, that was reliable and had a demonstrated record of performance, so that I could move most of my TSP fund into it. A few weeks later he reached out with a recommendation, and I made that move. I am completely satisfied with my results and have no regrets.
Roger’s advice and guidance have been right on target, and I feel very reassured as I’m facing potential RIF actions from the VA and am 16 months from my full retirement age. Roger gave me the information I needed, at a crucial time, to make solid financial decisions to make sure I was as prepared as I could be for retirement.
