About Rosemeyer Management Group
Reviews for Rosemeyer Management Group
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Monday: ClosedTuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
Rosemeyer Management Group is a highly regarded financial planning firm known for its knowledgeable and professional staff, particularly Regan Shipp. Clients appreciate the informative seminars and classes that help them understand their finances and prepare for retirement. Regan is recognized for her dedication and genuine care for clients, making financial planning a personal and supportive experience. The firm is praised for its insightful communications and detailed explanations, which help clients feel confident about their financial futures. Many clients express their gratitude for the quick responses to questions and concerns, reinforcing the trust they have in Regan and the entire Rosemeyer team. With a convenient office location in Sterling, clients find it easy to meet and discuss their financial goals. Overall, Rosemeyer Management Group is highly recommended for anyone seeking expert financial planning and investment management.
We attended a seminar that Regan Shipp hosted several years ago regarding planning for retirement. In addition to the seminar being very informative, it was evident that Regan cared about people and wanted to work with them so they could achieve their goals. Since that time, we have worked with Regan and been extremely pleased with her and Rosemeyer Management Group. Their communications are insightful and it is evident they care about their clients, as well as their employees. Regan has an office in Sterling, which is convenient and helpful if we want to see her. Regan is always prepared to provide us with up to date information, as well as suggest various...read full review
We switched to Rosemeyer 2 years ago and it has been a great financial decision. Regan Shipp is very knowledgeable and professional. Everything is presented/explained in great detail. Highly recommend.
I would like to express my sincere appreciation to Rosemeyer Management Group.
Regan Shipp, CPA,CFP, is supportive, extremely knowledgeable and focused on my financial future.
I was very concerned about retirement, but Regan has made it easy. She encourages me to contact her with questions or concerns and always responds quickly.
Regan is a trusted professional and I look forward to continue working with her.
Julie Hummel RN