About Rosevest Financial
Reviews for Rosevest Financial
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 2PM
Saturday: ClosedSunday: Closed
Rosevest Financial offers fiduciary-first financial advisement focused on understanding and meeting clients' personal needs. The team provides intentional solutions for individuals and families who value professional management of their wealth and assets. Clients appreciate the staff's active listening and honesty, with advisors like Jake demonstrating professionalism, patience, and a genuine care for their clients' financial well-being. Jake is known for educating clients, addressing their questions, and making them feel comfortable discussing their finances—something many find difficult. The overall experience with Rosevest fosters peace of mind, allowing clients to relax and enjoy their time with loved ones. Securities and advisory services are offered through Geneos Wealth Management, Inc., a member of FINRA and SIPC. The business’s approach emphasizes trust, honesty, and personalized service to help clients get on the right financial path.
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.
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.
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.