Rosewood Consulting is a fee-only financial planning and investment services firm located in Gresham, Oregon. With a personalized approach, they provide sound advice and management from a CPA who is also an independent certified financial planner, working on a fee-only basis rather than on commission.
Their comprehensive services include financial planning and investment services for individuals, estates, families, businesses, and retirees. Whether you are looking for a complete review of your finances, retirement planning, investment review and asset allocation, or comprehensive estate planning, Rosewood Consulting can tailor a portfolio to fit your investment needs.
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