Hello and thank you for visiting. I am Andrew Rose, a financial planner with Capitol Financial Solutions in Raleigh, NC. I have been in the financial planning field for over 15 years and work with a team of eight CFP® (CERTIFIED FINANCIAL PLANNER™) professionals including myself. Please enjoy these helpful videos that will range from basic financial concepts, investment ideas, planning techniques and general interests of mine like hunting, conservation, fishing and travel. Hit the subscribe button - and come back often for new videos!
-Retirement Income Planning
-Tax Efficient Wealth Building
- Fee Only Financial Planning
- Charitable Planning
Andrew can be reached at 919-719-3853 and arose@capfs.com
Securities and investment advisory services through Osaic Wealth, member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. Branch phone: 919-546-0400.
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