Rosemark Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RoseMark Advisors primarily provides financial planning and cash‑flow modeling for members of the Association of Mature American Citizens (AMAC) and their related entities, including individuals, trusts, estates, and employer‑sponsored plans such as pension and profit‑sharing plans. For clients seeking managed accounts, the firm acts as a solicitor for a third‑party investment adviser and also facilitates access to insurance, annuities, and non‑securities precious metals through third‑party relationships.
The firm’s planning process is interview‑driven and produces written financial plans and cash‑flow models that clients may implement with other professional advisors or via the recommended solicitor arrangement; RMA does not provide discretionary portfolio management or proprietary investment analysis. Financial planning fees are quoted as fixed or negotiated amounts, and the firm does not rely on percentage‑of‑assets‑under‑management fees for its advisory services.
Noteworthy aspects include substantial insurance brokerage activity—licensed to place life, long‑term care, disability and annuity products nationwide and placing policies through multiple carriers and an insurance marketing organization—as well as a commission relationship to offer gold and precious metals, both disclosed as potential conflicts of interest. The firm’s embedded role within AMAC and its ongoing solicitor/referral compensation arrangement with an affiliated investment manager, combined with its nationwide insurance and precious‑metals relationships, distinguish its business model from many peers in this category.
Client services
Expertise
Demographic focus
Fee options
Commissions earned from insurance products, gold and precious metals products, and annuities
Minimum fee: Fixed fees typically range from $500 to $5,000 for financial planning services Fee-only: Fees for financial planning are fixed and negotiable; often services provided without a fee
Main office
5 Orville Drive, Suite 400
Bohemia NY 11716
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Rebecca K
Bohemia, NY
Rosemark Advisors, Inc.
Rebecca Keiffert is a financial advisor at RoseMark Advisors, Inc. with 13 years at the firm and a total of 4 years of industry experience. She holds ownership and executive roles in several related insurance and service companies, including serving as CEO of Hometown Insurance Agency of LI Inc. and AMAC Senior Resources Network, Inc. Keiffert is also involved with the Association of Mature American Citizens, Inc. as a CEO and part-owner. RoseMark Advisors primarily serves members of the Association of Mature American Citizens and related entities, focusing on financial planning and cash-flow modeling for retirement, tax and estate coordination, college funding, and distribution planning. The firm refers clients seeking investment management to Miracle Mile Advisors and operates with a planning process centered on client interviews and document review.
Matthew R
Bohemia, NY
Rosemark Advisors, Inc.
Matthew Racanelli is a financial advisor at RoseMark Advisors, Inc. with 4 years of industry experience. He has been affiliated with RoseMark Advisors since 2013 and is involved with the Association of Mature American Citizens (AMAC) since 2017. Outside of his advisory role, he advises New York volunteer fire districts on their pension plans and provides related insurance products. RoseMark Advisors primarily serves members of AMAC and related entities, focusing on financial planning and cash-flow modeling for retirement, tax, estate coordination, college funding, and distribution planning. The firm emphasizes an interview-driven, document-based planning process and refers clients seeking investment management to Miracle Mile Advisors.
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