Welcome!

In the process of building wealth, many clients look for investment, insurance and retirement guidance. At Abowd & Rose Financial Group, we realize that this guidance is just part of the process in reaching your financial goals. Whether these goals are specific, short term, or long term, our clients come to us because they are looking for support in reaching these goals. Our job, with our clients’ participation, is to be accountable to those goals. Whether you are running a business, planning for retirement, or building a legacy to leave to your heirs, our talented team of advisors make it their mission to provide you with the tools, education and products to help you get to where you want to be.

What we do:

  • Help our clients to effectively maximize and save their hard-earned money
  • Help to position our clients’ finances in a way that best benefits them and their families over their investment lifetime
  • Provide our clients with Wealth Coaching for important financial decisions such as buying a home, saving for vacation or education, or starting a business

What we offer:

  • Personalized family wealth management including legacy and estate planning
  • Individual and business financial management
  • Individual and business retirement planning including stocks, bonds, mutual funds, 401k plans, IRAs, SEPs, managed portfolios, and annuities
  • Insurance management strategies (group health, personal life insurance, key person insurance, disability income insurance, long term care insurance)
  • Tax reduction strategies

Individual and Family Client Services

Whether you’re just starting to save, planning your estate, or entering retirement, our Advisors have a diversified set of financial strategies that will help you to reach your goals.


Business Client Services

We collaborate with businesses and give them the knowledge and tools they need to build a cost effective, sustainable benefits package that attracts and retains top talent, while remaining flexible and relevant in the face of complex and fluid legal and regulatory environments.

 

Your financial world organized in one private, safe location.