The Rosamond Financial Group Wealth Management
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Churches as well as many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.
Official Website
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- Overview
- Who We Serve
- Investments
- Insurance
- Retirement Planning
- Managing Your Finances
- Asset Allocation
- Business Succession Planning
- Charitable Giving
Sentiment Analysis
Preston and his team have helped me and my family immensely and they have always gone out of their way to assist with a myriad of problems.
We had always relied on my father for financial advice, but with a changing economy, he suggested we speak with a professional.
If you have any questions regarding financial planning and how to get there by the time you retire, please give Preston a call.
I'm more excited than ever to work with a financial advisor and I highly recommend The Rosamond Financial Group if you aren't excited about who you are working with.
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