Investment Planning & Financial Services at Rose City Financial



“I need help!”

You’re not alone. Most people put off serious thought about investment and retirement planning, feeling they have plenty of time to figure it out.


Then age 50 hits or a friend gets downsized and can’t find work; maybe stress escalates as college tuition looms. Wake-up calls like these often cause people to worry and wonder, “When can I retire? Will I be comfortable? Will I run out of money?”


Don’t agonize, Act

With a sound strategy, an open mind and the right guide, you can protect your financial future and have confidence along the way. And if being understood and cared for matter to you, Rose City Financial would love to help.


Every day we partner with people like you who need a hand assessing their financial situation, building a sound investment portfolio, or mapping out a game plan to safely reach and enjoy retirement. And because Rose City Financial is an independent agency, and not subject to a parent company’s interests:


  • • Your important goals and long-term financial health come first.
  • • Your diversified, straightforward, high-quality investment portfolio lets you sleep at night.
  • • Your timely, plain-speaking updates keep you informed and on track.


Ready to feel good about your financial future?


Begin now. Call Andrew at 860-383-6044 to schedule your free, no-obligation financial evaluation today!  Don’t forget to click the button below to get your free portfolio risk analysis.




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  • Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rose City Financial Services, LLC and Cambridge are not affiliated. Diversification and asset allocation strategies do not assure profit or protect against loss. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VA, VT, WY.  No offers may be made or accepted from any resident outside the specific states referenced.

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