Rosevest Financial
Financial AdvisingHours:
7220 N 16th St C, Phoenix AZ 85020 Hours
About Rosevest Financial
Rosevest Financial offers fiduciary-first financial advisement focused on understanding and meeting clients' personal needs. The team provides intentional solutions for individuals and families who value professional management of their wealth and assets. Clients appreciate the staff's active listening and honesty, with advisors like Jake demonstrating professionalism, patience, and a genuine care for their clients' financial well-being. Jake is known for educating clients, addressing their questions, and making them feel comfortable discussing their finances—something many find difficult. The overall experience with Rosevest fosters peace of mind, allowing clients to relax and enjoy their time with loved ones. Securities and advisory services are offered through Geneos Wealth Management, Inc., a member of FINRA and SIPC. The business’s approach emphasizes trust, honesty, and personalized service to help clients get on the right financial path.
Most Recent Reviews
October 2022
Jake has been extremely professional and is always willing to educate me with every question I have. Trust and honesty is vital for a financial advisor, in my opinion. Jake has made it easy choice to handle my hard earn life savings.
October 2021
Jake is the best, he treats you like family and makes sure that you understand what’s going on. He is always timely, accurate, and professional anytime I need something from him. I cannot recommend him enough.
More Comments(6)
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