Rosemont Financial Group - Albany, New York

Rosemont Financial Group

Rosemont Financial Group is a well-established financial planning firm located at 18 Corporate Woods Dr, Albany, NY 12211, United States. The company specializes in providing comprehensive financial planning services to its clients. They have received numerous positive reviews for their professional and personalized approach to financial planning.

Key Features:

• Expertise in financial planning
• Personalized approach to each client
• Wheelchair-accessible facilities

Location and Accessibility:

Rosemont Financial Group is easily accessible by car and offers ample parking space for clients. The office is equipped with wheelchair-accessible entrance, parking, and toilet facilities, ensuring that all clients can access their services comfortably.

Services Offered:

The company offers a wide range of financial planning services, including investment management, retirement planning, estate planning, and tax planning. They work closely with each client to understand their unique financial goals and create personalized strategies to help them achieve those goals.

Why Choose Rosemont Financial Group

With a strong emphasis on client satisfaction and a team of highly skilled financial planners, Rosemont Financial Group has earned a stellar reputation in the industry. The company's average rating on Google My Business is 4.9/5, which speaks volumes about the quality of their services. Many clients have praised the company's responsiveness, professionalism, and ability to simplify complex financial concepts, making them an ideal choice for anyone seeking expert financial guidance.

Reviews and Testimonials:

One client, Rene, shared their positive experience working with Rosemont Financial Group. They appreciated the company's ability to consolidate their investments and make their transition from working to retirement seamless. Another client highlighted the professionalism and personability of the staff, as well as their quick response time. These positive reviews and high ratings demonstrate the company's commitment to providing exceptional service to its clients.

Contact Information:

For those interested in learning more about Rosemont Financial Group's services or scheduling an appointment, please visit their website at rosemontfg.com or call them at 5186217173.

👍 Reviews of Rosemont Financial Group

Wendy M.

5/5

Rene is wonderful to work with. When I retired he consolidated my investments and made my transition from working to retirement easy as he took care of everything. He is very professional and personable and responds quickly when you reach out to him. I highly recommend him.

Anne G.

5/5

Rene is great!. He’s professional, personable and knowledgable. He was my step fathers financial advisor and I met him when my step father passed away. He handled some beneficiary business for us and was very informative, and just overall genuine. Because of that, I moved all my accounts to him and very happy I made the change. Thanks Rene!

Colleen K.

5/5

Rene has worked with me since for several years. It is very clear that he truly cares about his clients. He is always available to answer questions. He is easy to talk to which is VERY important to me since I am no financial wizard!. I cannot say enough about Rene and the Rosemont group. I totally trust him and know he works hard on my family's behalf. We feel very fortunate to have Rene on our side!

Bonnie S.

5/5

I cannot say enough wonderful things about Rene Farrington and the Rosemont Financial Group. I have been with Rene for 15 years and he has always makes sure to inform me of what is happening to my investments, good or not so good and what we are going to do to take care of those investments. I currently live out of state, but Rene has telephone meetings with me every couple of months so that I know where I am with my investments and if I have any questions or concerns. I don't worry about my investments because I know they are in the most capable hands, and because of that, I get to do what I want in my retirement. Thank you Rene!

Susan D.

5/5

Rene has been there through all of my financial decisions, coming up with solutions and options to help me guide my financial goals through my life journey and to make the most out of it.
He is always available and has made me feel secure about my financial future.

James L.

5/5

Rene and Rosemont have exercised great fiduciary judgement in handling my retirement finances. He devotes the time to understand my entire financial investments, including money that is not invested with him. As such, he is the best to help chart my financial future. I would recommend him to all.

Sue T.

5/5

I came to Rene and Rosemont about a year and a half ago when I was thinking of retiring. I honestly was not very savvy when it came to financial planning and needed someone that was not only knowledgeable but also friendly and patient enough to answer all of my questions. He even met with my 90 year old parents to reassure them that my investments would be in good hands. He regularly meets with my husband and I and responds quickly to any emails that I may send him. I can't say enough positive things about Rene and Rosemont. I also found out that several of my friends use Rosemont financial group and are equally as satisfied! I would refer everyone to him if I could!

David B.

5/5

Rene is always the professional and has done very well managing our account. I have and will continue to refer friends and family to him for financial advice. His personality and positive attitude are an asset to Rosemont Financial.