Investment Planning & Financial Services at Rose City Financial
What can you expect?You will find our professional, confidential consultation to be a unique and refreshing approach.
Your Financial Goals.
Whether you’re looking for a 401(k) plan for your business or help in managing your personal assets, we are focused on understanding your unique situation.
Our Guidance.We provide you with the facts in plain English and will develop solutions which can best help meet your financial needs.
True Independence.You can expect us to provide you with professional advice, without proprietary products or conflicts of interest.
At Rose City Financial, we are guided by a set of principles that have shaped all aspects of our business, particularly the way we have built our client relationships and the investment strategies we recommend. It might sound old-fashioned or unfashionable. And it may not be the right approach for everyone. But we've learned that it's a tried and true way of helping you succeed.
We are focused on one client, the long-term investor. All aspects of our business - from the location of our offices to the investments and services we offer - are aligned to help us better understand and meet our clients' unique needs.
We are committed to a long-term philosophy that emphasizes quality and diversification. We make every effort to avoid investments that are likely to confuse or disappoint clients.
Relationships are key, and in our view, meeting face to face builds strong relationships. We are located in the communities where our clients live and work.
Rose City Financial © 2012
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rose City Financial Services, LLC and Cambridge are not affiliated. This communication is striclty intended for individuals residing in the states of CA, CT, IN, MA, RI, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.