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In the Community

At Bradshaw Rogers Financial Partners, Inc. we not only care about our clients, but we are committed to community involvement. We feel it is our responsibility to make a positive impact in the communities we serve whether it’s through financial resources or volunteering time. There are several local charities that we donate both time and money to, however there are two, that for personal reasons, we focus on year after year:

Meal on Wheels Rowan & Rowan Helping Ministries

Our Process

Annually in the month of November, our office hosts a food drive in partnership with Rowan Helping Ministries. 2023 will be our 11th food drive! 

Our History

Meals on Wheels is more than just a meal. We believe everyone should have an opportunity for a hot meal. Not only do we make a donation annually during the Christmas season, but all employees volunteer also once a month to deliver meals to homes around the county.

Our Values

As part of our commitment to protecting your privacy, we provide the free service of shredding your sensitive documents at the end of each tax season.

We have the privilege of supporting several other local charities either directly or through our clients! 

United Planner is not affiliated with any other entities referenced.