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RoseCap Financial Advisors2020-08-30T21:23:44-05:00
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OUR MISSION IS TO HELP YOU ACHIEVE YOUR FINANCIAL GOAL(S).

Portfolio Management

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Financial Planning

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Tax & Accounting

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Retirement Plans

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RoseCap Financial Team

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Matthew H. Rosenberg

CFA, CPA/PFS

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Nancy Harward

CPA

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Alex R. Mattevi

CPA

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Autumn Schultz

Office Manager

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Lexi Van Roekel

Associate Advisor

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RoseCap Financial Advisors

Independent. Unbiased. Fee-Only.

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About Us

RoseCap chose to be an independent, fee-only, investment advisor because we believe this provides the best level of service for our clients. In addition to providing objective investment advice to our clients, we avoid selling high commission products such as life insurance and annuities to clients. Taking the role of a trusted advisor rather than a salesman is something that is very important to RoseCap, and should be very important to clients as well.

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