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 feel safe and secure knowing he is looking out for us and always has our best interest in mind.
July 2019
I'm so impressed with Preston and his team. His approach to on-boarding new clients is refreshing and extremely insightful. 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.
About The Rosamond Financial Group Wealth Management, LLC
The Rosamond Financial Group Wealth Management, LLC is a full service financial planning and investment advisory firm specializing in total asset management. Whether you need investment planning, retirement forecasts, insurance evaluation, tax development plans, or education planning, we can help you travel the road and arrive in good condition. The Rosamond Financial Group is built on a solid foundation of exceptional customer service and in-depth market knowledge.
Simply put, we strive to be our client’s trusted advisor.
We work by appointment only. Please call 830-798-9400 to schedule an appointment.
