Rosefinch Investment Advisors, Inc.

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
https://rosefinchinvestments.com/
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

Employees at Rosefinch Investment Advisors, Inc.

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