How does the advisor help clients – Key Takeaways:
T. ROSE & ASSOCIATES, INC. is a financial firm dedicated to helping clients achieve their financial goals. With a wealth of experience and knowledge, they provide expert financial advice and services to individuals and businesses alike.
Facts and Insights
Founded in 2005, T. ROSE & ASSOCIATES, INC. has been in business for over 15 years, providing valuable financial services to their clients. They have a team of highly qualified financial advisors who are dedicated to helping clients navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
T. ROSE & ASSOCIATES, INC. offers a wide range of financial services to meet the needs of their diverse client base. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and more.
Client Types
The firm serves a variety of clients, including individuals, families, small businesses, and corporations. They have a deep understanding of the unique financial needs of each client type and are able to customize their services accordingly.
Fees & Compensation
The fees and compensation structure at T. ROSE & ASSOCIATES, INC. is transparent and fair. They operate on a fee-only basis, which means they do not earn any commissions or bonuses from selling products. This ensures that their advice is unbiased and in the best interest of their clients.
Background
T. ROSE & ASSOCIATES, INC. was founded by CEO and financial expert, Theresa Rose. With over 25 years of experience in the financial industry, Theresa has built a reputation for providing top-notch financial advice and services. The firm has a team of experienced professionals who are dedicated to upholding the highest standards of excellence.
Financial Advisor Disclosures to Know
As a registered investment advisor, T. ROSE & ASSOCIATES, INC. is required to disclose any potential conflicts of interest to their clients, as well as any legal or disciplinary actions against the firm or its employees.
In conclusion, T. ROSE & ASSOCIATES, INC. is a reputable and reliable financial firm that puts the needs of their clients first. With a track record of success and a team of experienced professionals, they are equipped to help clients achieve their financial goals. Whether you are an individual, family, or business, T. ROSE & ASSOCIATES, INC. has the expertise and resources to guide you on your financial journey.