Rosemont Financial Group, led by Judith K. Odell, is a boutique financial planning firm located in Albany, New York, specializing in comprehensive financial strategies tailored to individuals, families, and small business owners. The firm offers a client-focused approach, creating customized financial plans that address retirement planning, wealth management, tax strategies, and legacy planning. With a strong emphasis on education and transparency, Rosemont Financial Group works to empower clients to make informed financial decisions at every life stage.

The team blends deep industry knowledge with personalized service, fostering long-term relationships built on trust and integrity. As an independent firm, Rosemont offers unbiased advice, selecting the best financial tools and solutions that align with each client’s unique goals. They are committed to helping clients understand and navigate complex financial landscapes, from investment portfolios to estate considerations.

Rosemont Financial Group is also active in its local community, supporting financial literacy initiatives and offering workshops designed to empower individuals in managing their finances. Their affiliation with LPL Financial, a leading broker-dealer, provides clients with access to a wide range of investment and planning resources.

Website: https://www.rosemontfg.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment management
– Tax-efficient planning strategies
– Estate and legacy planning
– Risk management and insurance planning
– Financial education workshops
– Business succession planning