A complete list of active advisors currently associated with Rosemark Advisors, Inc.
Warmer can help you find a great advisor at Rosemark Advisors, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rosemark Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bohemia, NY
| 4
| |
Bohemia, NY
| 4
|
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