Rose Greene Financial Services is an independent and unique, entrepreneurial financial advisory practice. As an independent representative of LPL Financial, Rose Greene Financial Services provides unbiased investment advice and services including wealth management; retirement planning; college planning; life, health and long-term care insurance services; Medicare planning; estate planning and charitable giving. Her client base is highly diverse with a concentration in the baby boomer market, gay and lesbian community and entertainment industry.
•Wealth management
•Financial and retirement planning
•College planning
•Insurance services including variable annuities; life, health and long-term care insurance; Medicare planning
•Estate planning
•Charitable giving
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