Rosen Law & Finance

1 reviews

+1 (617) 860-6402

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A Estate Planning Seminar in April of 2013

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Newton Upper Falls, MA 02464

+1 (617) 860-6402

http://www.rosenlawandfinance.com

Rosen Law & Finance in Newton Upper Falls, MA provides comprehensive estate planning and retirement investment services to families seeking to secure their financial future. With a focus on minimizing costs related to taxes and long-term care, clients trust Rosen Law & Finance for expert advice and guidance.

Offering a range of resources including educational videos, free reports, and insightful blogs on investing and estate planning, Rosen Law & Finance is dedicated to empowering clients with the knowledge they need to make informed financial decisions. With a commitment to personalized service and strategic financial planning, Rosen Law & Finance is a trusted partner in helping families achieve their long-term financial goals.

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5.01 reviews

Ivy R.

5/4/2024

Making an appointment and a location with parking was great. Nice not to have to go downtown Boston. During the appointment a writing pad and pen were provided for personal notations and...

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Kellie D Jacques-Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Newton, MA area, Kellie D Jacques will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Anja Nickel, Financial Advisor - Abn Financial Strategies, LLC

As your local financial advisor affiliated with Eagle Strategies LLC, I offer financial guidance and investment advisory services. I can help you navigate the financial landscape and prepare for the future. CA Ins Lic #4075892

Auditing services

Forteris Wealth Management

Forteris is a fee-only independent financial planning & wealth management firm. We are dedicated to helping individuals, families & institutions to create solutions that achieve their financial goals.Our goal is to truly understand what each client is looking to achieve so that we can develop a customized approach to meet those needs. Our services include financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls, and investing strategies and advice.

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