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Business Profile

Financial Planning Consultants

Rose & Associates Inc.

About

About This Business

Rose & Associates Inc. provides financial planning and investment services, including portfolio analysis, retirement income planning, tax strategy development, and estate planning. The company assists clients with goal setting, risk assessment, and ongoing account monitoring through a personalized planning process.

Products and Services

Investment Management: Portfolio construction, continuous monitoring, and reporting aligned with client objectives
Retirement Planning: Income source analysis and planning for long-term financial sustainability
Tax Planning: Revenue analysis and implementation of tax-efficient strategies
Risk Management: Insurance needs assessment and financial protection planning
Estate Planning: Asset distribution strategies and coordination with legal and accounting professionals

BBB Accredited Since: 8/11/2006

Years in Business: 55

Business Details

BBB File Opened:
7/2/2000
Business Started:
1/1/1970
Business Started Locally:
1/1/1970
Business Incorporated:
15/6/1984
Type of Entity:
Corporation
Business Management:
Mr. Stephane Rose, Owner

Additional Contact Information

Principal Contacts
Mr. Stephane Rose, Owner
Customer Contacts
Mr. Stephane Rose, Owner
Fax numbers
Primary Fax: (613) 228-1344

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