Diane V. Rosen

Integrated Financial Planners

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: No minimum required

Title: Financial Planner

Offering advice since: 1986

Areas of focus:

  • Business planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Diane V. Rosen:

Diane Rosen is a Certified Financial Planner (CFP) (TM) with over 20 years experience advising clients in the following areas:
Retirement Planning and Income, Education Funding, Investment Advice and Insurance Planning.

Compensation and Fee Structures:

either fee or commission

Licenses, Certifications & Affiliations:

Series 7, Financial Planning Association, Norfolk and Plymouth Business and Estate Planning Council, Life, Health and Disability Insurance Licensed

Education:

BA, MA

Will provide references upon request?

Yes


Further information about Integrated Financial Planners:

(Size of firm: 0-9 advisors)

American Portfolios is an independent broker dealer.

Complementary Initial Consultation

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor


Contact Information for Diane V. Rosen

Phone: (508) 339-2600
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Fax: (508) 339-9933

Address for Diane V. Rosen:
Suite 6
272 Chauncy St
Mansfield, MA, 02048

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