About Rosemeyer Management Group - Platteville
Reviews for Rosemeyer Management Group - Platteville
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: ClosedSaturday: ClosedSunday: Closed
Rosemeyer Management Group is a licensed Registered Investment Advisor dedicated to comprehensive wealth management and strategic planning for high net worth individuals and employer-sponsored retirement plans. They provide personalized financial planning services, taking the time to explain financial portfolios thoroughly each year and assisting clients in achieving their financial goals. Clients appreciate the responsive and quality service, feeling that their business is valued regardless of size. The team is described as helpful, insightful, and attentive, with a strong focus on customer service and timely communication. Many clients express high levels of trust in their investment strategies and the expertise offered, particularly during annual reviews. Overall, Rosemeyer Management Group is recognized for their transparency, effective service, and commitment to their clients’ financial success.
Rosemeyer Management Group has been fantastic to work with in setting up our employee retirement program. Professional, knowledgeable, and great people—Zoe, Payton, Katie, and Brooklyn have all been above expectations.
Payton and the staff at Rosemeyer Management Group have been outstanding to work with. We were unhappy with our prior firm and made the move to Rosemeyer Management and we are so glad we did. Payton explains everything in simple terms we can understand and is always responsive to any questions and concerns we may have. We are so confident in their services that we drive over an hour to meet with Payton on a yearly basis! We highly recommend Rosemeyer Management Group to anyone that asks!
We highly recommend RMG for retirement financial planning. Payton and other staff members have done an excellent job of transferring our 401k's to IRA's, and then managing them and our other accounts to maximize tax efficiency and provide the retirement income we need. They address all the moving parts of our retirement finances, including Social Security, pensions, and health insurance, and provide detailed projections and updates. They are very approachable, attentive, and responsive.