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About Rosemont

Independent Financial Services Firm

Rosemont Financial Group is an independent financial services firm focused on helping individuals, families, and businesses determine and pursue their financial goals. Rosemont was created in 2010 by five associates of a global financial firm looking to bring added value, expertise, and teamwork to both their existing client base and potential new clients.

Today, more than ever, there is an overwhelming amount of financial information available and it can be confusing to know which options make the most sense. At Rosemont Financial Group, we are committed to providing independent advice and offering only investment products and services that we believe are best suited to help pursue your financial objectives and goals.

As independent financial professionals, we are not employees of an investment or financial services firm, we are independent business owners. Because we are not affiliated with any insurance or investment companies, our goal is to provide sound advice that we give and the products we recommend. Therefore, we are not pressured or distracted by corporate interests and can focus on what is better suited for you and your financial goals.

With an average of 20 years of financial industry experience, our team at Rosemont Financial Group knows what it takes to help individuals, families, and businesses pursue their financial goals. If you are an individual or family, we will help you create a plan for accumulation of assets, management of assets, and distribution of assets for any goal you have while helping you monitor the plan from start to finish. We can also help you with all of your insurance needs, education planning, and estate planning. If you are a business, we will help you create an employee benefits package that pursues both your needs as the employer and those of the employee while working within your company’s budget. We can help you create strategies for business continuation plans, retirement plans, and various insurance plans.