Rosevest Financial

May 2024

Coworker wouldn't stop raving about amazing services Jake with Rosevest Financial would provide. You have to understand...it was coming from a person who is not giving away compliments left and right with ease. I had to check it out.
What I greatly appreciated about staff, and Jake specifically is active listening to a client's needs and concerns, not overpushing... on the contrary stating it what it is.. you do need or you don't need x and y.
Thank you. Appreciate you guys.
A.

Oct 2022

Jake has been extremely professional and is always willing to educate me with every question I have. Trust and honesty is vital for a financial advisor, in my opinion. Jake has made it easy choice to handle my hard earn life savings.

Oct 2022

Jake is the most helpful financial advisor I’ve ever spoken to. He’s incredible and really helped me get on the right path for my finances and I will be recommending him to all my friends and family! You can really tell he cares about the client and made me feel comfortable discussing my finances which is a subject I don’t usually feel comfortable discussing.