ROSEMARY FRANK FINANCIAL, LLC
Rosemary Frank Financial, LLC is a trusted financial firm that provides expert advice and services to individuals and businesses seeking financial guidance. With years of experience and expertise in the field, Rosemary Frank has helped countless clients achieve their financial goals and secure their future.
How Does the Advisor Help Clients – Key Takeaways:
As a financial expert, Rosemary Frank offers a wide range of services, including but not limited to financial planning, investment management and retirement planning. However, what sets Rosemary Frank Financial apart is their personalized and individualized approach to each client’s financial situation. They take the time to understand the unique needs and goals of their clients, and tailor their recommendations accordingly.
Facts and Insights:
Here are some key numbers and insights about Rosemary Frank Financial, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 3 | 10 years |
These numbers demonstrate the success and longevity of Rosemary Frank Financial, as well as the level of expertise and attention each client receives.
Financial Services Offered:
Rosemary Frank Financial offers a wide range of services to meet the diverse needs of their clients. Some of their key services include:
- Financial planning – to help clients create a comprehensive plan to achieve their financial goals
- Investment management – to help clients build and manage their investment portfolios
- Retirement planning – to help clients secure their financial future for retirement
- Estate planning – to assist clients in planning for the distribution of their assets and wealth
Client Types:
Rosemary Frank Financial serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate clients
- High net worth individuals
Regardless of their client’s background, Rosemary Frank is committed to providing the same level of expertise, personalized service, and attention to detail.
Fees & Compensation:
Rosemary Frank Financial operates on a fee-only compensation model. This means that they do not earn commissions or incentives from product sales. They are fee-only advisors, meaning their only source of compensation is the fees paid by their clients. This ensures that their recommendations are always in the best interest of their clients, without any conflicts of interest.
Background:
Rosemary Frank is a highly experienced financial advisor with over 20 years of experience in the industry. She is a Certified Financial Planner (CFP) and has a Master’s degree in Financial Planning. She founded Rosemary Frank Financial, LLC with the mission of helping clients achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know:
In the interest of transparency and full disclosure, it’s important to note that Rosemary Frank Financial, LLC has no public disclosures or disciplinary actions on their record as of this writing. This highlights their commitment to ethical and responsible practices in all aspects of their business.