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Rosnack Financial Group, Inc.

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Rosnack Financial Group, Inc.

Overview:

The Rosnack Financial Group, Inc., is an independent practice. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, to provide professional wealth management and money management services for the clients we serve.

Richard J. Rosnack runs a boutique-style practice where he serves as financial steward for each of his clients. He believes that most clients prefer to work directly with a professional consultant versus a secondary subordinate in the management of their financial affairs.

In providing customized wealth management services to clients and their families, Richard specializes in money management and financial planning strategies. He collaborates extensively with his client’s existing professional advisors and counsel to help assure the optimal integration of the tax, estate and philanthropic planning aspects along with periodic monitoring of those strategies. He and his staff work to coordinate a team approach so all are on the same page.
Service Commitment

Based on our strong commitment to provide quality service to our existing clients, we must limit the number of new prospective clients we work with by requiring the potential of a $1 million minimum household account(s). This allows us to properly serve those who have entrusted us with their assets. Although our client relationships vary in length, our average median client relationship is more than 10 years.

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