Rose Greene Financial

  • Website:
  • Size: 1-10 employees
  • Overview: Rose Greene Financial Services is an independent and unique, entrepreneurial financial advisory practice. As an independent representative of LPL Financial, Rose Greene Financial Services provides unbiased investment advice. Her client base is highly diverse with a concentration in the baby boomer market, gay and lesbian community and entertainment industry. Her investment philosophy is rooted as much in strategies for managing downside risk as it is in building upside growth potential. Founded: 1986, more than 27 years collective experience Investment Philosophy • Strategies strive for solid returns without taking unnecessary risk to achieve client goals • While Rose Greene Financial Services does not try to time the market, the firm has adapted to the current market environment by adopting an active management style as opposed to traditional buy and hold. Products/Services • Wealth management • Financial and retirement planning • Insurance services: life, health and LTC insurance Securities, advisory and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member SIPC. Please visit the company website for hyperlink to SIPC page. The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: (AZ, CA, CT, FL, GA, MI, NV, NY, OK, OR, PA, TX, WA, DC)

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