The Rosamond Financial Group is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand not only your financial situation, but you! We will provide you with only the highest quality information, services, and products to help you reach your goals. We work with a Best-in-Class Deliverable's Team of Subject Matter Experts to take you on a journey where the destination is your ideal life. We will listen to your vision and, through our unique Values Based Financial Planning process, we will help you build, orchestrate and reach your ideal life. The Rosamond Financial Group, LLC, is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor.
View Top Employees from The Rosamond Financial Group, LLCWebsite | http://www.rosamondfinancialgroup.com |
Revenue | $2 million |
Employees | 2 (2 on RocketReach) |
Founded | 2009 |
Address | 600 Main St, Marble Falls, Texas 78654, US |
Phone | (830) 798-9400 |
Fax | (830) 798-9408 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Apex Financial Planning, Azevedo Investment Corporation, Guitian Wealth Management, Waits Financial Group LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular The Rosamond Financial Group, LLC employee's phone or email?
The The Rosamond Financial Group, LLC annual revenue was $2 million in 2024.
Shelli Rosamond is the Director of The Rosamond Financial Group, LLC.
2 people are employed at The Rosamond Financial Group, LLC.
The Rosamond Financial Group, LLC is based in Marble Falls, Texas.
The NAICS codes for The Rosamond Financial Group, LLC are [5239, 52, 52393, 523].
The SIC codes for The Rosamond Financial Group, LLC are [628, 62].