Rosemont Financial Group
- 18 Corporate Woods Dr Albany New York 12211 United States
- Profile
Rosemont Financial Group is a dedicated financial services firm specializing in comprehensive financial planning and wealth management strategies tailored to individuals, families, and businesses. Headquartered in Albany, New York, Rosemont’s team of experienced professionals provides objective, client-first guidance to help clients achieve long-term financial goals with confidence. Their core offerings include investment advisory, retirement planning, estate and legacy planning, insurance analysis, and tax-efficient wealth strategies.
With a philosophy centered around personalized attention, Rosemont Financial Group focuses on building lasting client relationships based on trust, education, and transparency. Whether serving young professionals beginning their financial journey or retirees managing a lifetime of accumulated wealth, the firm tailors its strategies to fit each client’s unique needs. Rosemont also takes pride in its strong community ties and commitment to socially responsible investing options, allowing socially conscious clients to align their investments with personal values.
Learn more about their services at: http://rosemontfg.com/
Key Services:
– Comprehensive financial planning
– Retirement and income planning
– Investment management and advisory
– Tax-efficient wealth strategies
– Estate and legacy planning
– Life and disability insurance analysis
– College and education savings planning
– Risk management and long-term care planning
- Comments
Contact Info
- 18 Corporate Woods Dr, Albany, New York, 12211, United States
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Phone: (518) 621-7173
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