Enhance your know-how with Rose City Financial
Staying up with financial news, trends and data is a smart way to help keep your retirement plans on track.
To make it easier for you, we’ve gathered reports, links and articles on these Resource pages so you can access the information you need when you want it. Click any link below to begin.
Getting Started. Prepare for our first meeting and learn about the financial advisor process with these PDF downloads.
Access Account. Access your portfolio information and generate in-depth reports.
Newsletters. Glean tips, insights and news from top-flight sources via Rose City Financial’s free monthly newsletter.
Favorite Links. Need a referral? Check out these favorite links for great business resources.
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. Diversification and asset allocation strategies do not assure profit or protect against loss. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VA, VT, WY. No offers may be made or accepted from any resident outside the specific states referenced.