As of January 8th, 2025, travelers from the U.S. and other non-European countries must now obtain an Electronic Travel Authorization (ETA) to enter or transit through the UK. See our latest article from Damien Hanly, Senior Partner.
Rosefinch Investment Advisors, Inc.
Financial Services
New York, NY 21 followers
Where innovation meets diligent, caring advice.
About us
With over 100 years of combined industry experience, our seasoned team of investment advisors is dedicated to helping clients achieve their financial goals with confidence and peace of mind. We prioritize clients first, embracing our fiduciary duty to act in their best interests, and providing personalized advice and solutions. Integrity is core to our values, as we build and maintain trust through consistent, reliable, and responsible actions, fostering long-term relationships. We embrace innovation to drive growth, adapt to changing market dynamics, and deliver innovative financial products and services. Our focus on tailored financial plans ensures strategies align with each client's unique goals, risk tolerance, and financial situation, customizing the investment approach for their specific needs.
- Website
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https://rosefinchinvestments.com/
External link for Rosefinch Investment Advisors, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2023
- Specialties
- Financial Advice, UK Pension , 401(K) Rollovers, and Financial Planning
Locations
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Primary
1330 6th Ave
23 FL
New York, NY 10019, US
Employees at Rosefinch Investment Advisors, Inc.
Updates
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The New York Stock Exchange Will Close Markets on January 9 to Honor the Passing of Former President Jimmy Carter on National Day of Mourning
Company Announcements
markets.ft.com
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Databricks raises $10bn in the biggest US venture deal this year
Databricks raises $10bn in the biggest US venture deal this year
ft.com
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Recent updates to the SECURE Act have introduced new rules for Required Minimum Distributions (RMDs) and Inherited IRAs, with significant implications for retirement and estate planning. Understanding these changes is crucial for protecting your hard-earned savings and ensuring your loved ones benefit efficiently. Read more in our latest blog post by Matthew Hunkele DipPFS, partner. #IRA #retirement #estateplanning
Understanding the New Rules for Inherited IRAs Under the SECURE Act
https://rosefinchinvestments.com
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FINNY’s Founders Are Redefining Wealth Tech Big congrats to the FINNY team on raising $4.3M! This scrappy, engineer-driven team has built an incredible product that solves one of the toughest challenges advisors face. Their passion and expertise shine through in every detail of the platform. 🚀 #WealthTech #Innovation
YC-backed Finny is using AI to match financial advisors with prospects | TechCrunch
https://techcrunch.com
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Intel's CEO is stepping down as the stalwart American chipmaker has struggled to keep pace with the artificial intelligence revolution.
Intel CEO retires as chipmaker loses ground in AI revolution
nbcnews.com
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For two years, J.P. Morgan strategists have urged investors to buy gold, and for two years they have been right. On Tuesday, the bank predicted a triple crown, saying gold is once again the top commodity to buy.
J.P. Morgan Has Been Right About Gold for 2 Years. Here’s Their 2025 Call.
barrons.com
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It’s the season to be jolly—but investors should still be prepared to eventually face some post holiday blues.
The Stock Market’s Santa Rally Could Lead to a Sober January
barrons.com
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The global race to build artificial general intelligence was initiated in Europe. Here’s how Europe lost its lead.
Can Europe build its first trillion-dollar start-up?
ft.com
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Adrian Flambard discusses the UK budget implications for expats.
UK Autumn Budget
https://rosefinchinvestments.com