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
- 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
Will provide references upon request?
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:
272 Chauncy St
Mansfield, MA, 02048
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