Getting Started

Start taking care of your financial health right away by reviewing the PDF downloads on this page.

Financial Planning

To keep your financial planning process easy, practical and straightforward, we do the heavy lifting for you.

About

Meet Andrew Nollman, AIF®, founder of Rose City Financial, LLC.

Check out my background on FINRA’s BrokerCheck

Investment Planning & Financial Services at Rose City Financial


“I need help!”

You’re not alone. Most people put off serious thought about investment and retirement planning, feeling they have plenty of time to figure it out.

Then age 50 hits or a friend gets downsized and can’t find work; maybe stress escalates as college tuition looms. Wake-up calls like these often cause people to worry and wonder, “When can I retire? Will I be comfortable? Will I run out of money?”

Don’t agonize, Act

With a sound strategy, an open mind and the right guide, you can protect your financial future and have confidence along the way. And if being understood and cared for matter to you, Rose City Financial would love to help.

Every day we partner with people like you who need a hand assessing their financial situation, building a sound investment portfolio, or mapping out a game plan to safely reach and enjoy retirement. And because Rose City Financial is an independent agency, and not subject to a parent company’s interests:

  •  Your important goals and long-term financial health come first.
  •  Your diversified, straightforward, high-quality investment portfolio lets you sleep at night.
  •  Your timely, plain-speaking updates keep you informed and on track.

Ready to feel good about your financial future?

Begin now. Call Andrew at 860-383-6044 to schedule your free, no-obligation financial evaluation today!  Don’t forget to click the button below to get your free portfolio risk analysis.

 

Form CRS for Cambridge
(Customer Relationship Summary)

Form CRS for CIRA

Form CRS Supplement

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Rose City Financial. Cambridge and Rose City Financial are not affiliated. Cambridge does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VT, VA. No offers may be made or accepted from any resident outside the specific states referenced.