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
Please support us by letting this adviser know you found them through Boomerater
Fax: (508) 339-9933
Address for Diane V. Rosen:
Suite 6
272 Chauncy St
Mansfield, MA, 02048
Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Diane V. Rosen contact you
Do not submit account or other confidential information via this form.
