The Rose Financial Group specializes in personal investment planning with clients who are serious about their financial goals. By helping clients acquire the information they need to pursue their financial objectives, we hope to establish a long-term relationship by acting responsibly, honestly, and with the highest integrity to meet our clients' goals.
- Help clients assess their level of risk tolerance and define their retirement goals
- Help clients use market volatility to their advantage
- Educate clients in an easy-to-understand manner
- Deliver exemplary service and treat our clients with honesty and respect
- Maintain the personal trust and confidence of our clients
Steven A. Rose
Steven A. Rose graduated from The College of William and Mary in Williamsburg, VA in 1978, with a Bachelor of Science degree in Biology. He obtained his Master of Science in Financial Services degree in 2003.
He lived for eighteen years near Ithaca, in the Finger Lakes region of upstate New York. He and his wife, Linda, met there in 1983. They have two children, Emily and Kevin. They have lived north of Hershey, PA, in East Hanover Township, since 1994.
Steve is a Certified Financial Planner with over 25 years experience in financial planning and money management. He has extensive experience in asset allocation, retirement and IRA rollover planning, estate transfer planning, life insurance and annuity analysis, tax saving strategies, and asset preservation. He specializes in simplifying the retirement process, helping clients achieve reasonable rates of return while preserving principal.
Steve merged two former financial businesses of his to form the Rose Financial Group in 2005. His informational programs have been widely attended by retirees of local school districts and the Commonwealth of Pennsylvania, as well as major corporations such as AMP/TYCO, Heinz, Hershey, and industries in the Carlisle, PA area. He has also been an invited speaker before local groups.
Steve believes that each investor is unique and no single investment account is right for everyone. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. Steve is qualified and licensed to utilize virtually every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. Steve holds the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living designations. His professional memberships include the Harrisburg Association of Insurance and Financial Advisors and the Financial Planning Association. He sat on the board of the Lutheran Camping Corporation of Central PA for 14 years, and coached youth baseball and soccer for 12 years.
Steve has assisted numerous clients in building, protecting, and preserving their retirement assets.
MSFS - Master of Science in Financial Services
CFP - Certified Financial Planner
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
CASL - Chartered Advisor for Senior Living
Master of Science in Financial Services - The American College - 2003
Bachelor of Science - The College of William and Mary in Virginia - 1978
Series 6 - Mutual Funds / Variable Products
Series 7 - General Securities Representative
Series 22 - Direct Participation Programs Limited Representative
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor
Rich joined the Rose Financial Group in 2006 as the New Accounts Manager. Rich graduated from Gettysburg College in 1972 and The Lutheran Theological Seminary in Gettysburg in 1976. He is retired from active clergy. Rich serves as our existing customer accounts specialist, and he corresponds with the various companies on behalf of our clients.
Directions to our office: From Interstate 81, take exit 77 Manada Hill - PA Route 39 toward Hershey for approx. one mile. At the traffic light, turn right onto 22 west - Allentown Blvd. Go approx. 1/2 mile. At the Traffic light at Jo-Jo's Pizza, turn right onto Manor Drive. Turn right before the West Hanover Elementary school onto Holstein Rd. Pass Jo-Jo's Pizza and 7800-B building. Turn right into parking lot.
Steven A. Rose
Rose Financial Group
7800 Allentown Blvd. #B-2
Harrisburg, PA 17112