Rosevest Financial

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.

Jan 2022

Jake and his team at Rosevest are great! Jake is conscientious, highly precess oriented and emotionally invested in his client's financial success. My wife and I were very impressed from our first consult on and truly feel Jake has our financial best interest in mind. I highly recommend him to people all the time and encourage anyone reading this to connect with him for sound financial advice. Plus, he's a great guy and fun to interact with!