Rose Greene Financial represents the best of both worlds: a small, boutique firm with access to the resources of a large broker/dealer.
Rose Greene, CFP® (CERTIFIED FINANCIAL PLANNER™) has spent over three decades providing comprehensive wealth management services and financial guidance to a broad, diverse spectrum of clients. We are devoted to providing fiscally sound, socially and globally responsible investment strategies, with total transparency and low cost fees.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.