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February 2023 by Jennifer Carley
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.
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February 2022 by William Richmond
My husband and I first started working with the Rosamond Financial Group when we needed support managing our 401k. We had always relied on my father for financial advice, but with a changing economy, he suggested we speak with a professional. He sent us straight to Preston Rosamond and we have never regretted following that recommendation. Preston helped us through deep financial debt - from being close to losing our home to paying it off entirely.The Rosamond Financial Group truly cares about their clients. They are always sweet and understanding no matter how many times I lock myself out of the website! They are always accommodating when scheduling our check-ins, whether they are in person or via Zoom.We have 100% confidence in Preston and the team he works with. We are set very well for retirement; something we never thought we’d be able to achieve! When you give The Rosamond Financial Group your financial goals, they will do everything possible to make that happen. We could not be happier with our experience.- Margi
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July 2019 by Sarah Ross
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.
