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.
I would highly recommend Rosevest Financial for any of your financial planning needs. Jake Guttman and his team are top notch and have been taking care of my family, immediate and extended, for many, many years. I have complete trust in Rosevest for my future financial stability! Thank you Jake and team!!
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.
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.