Rosemeyer Management Group- Financial Advisors - Platteville, Wisconsin

Rosemeyer Management Group - Financial Advisors

Rosemeyer Management Group is a top-notch financial advisory firm located at 1290 E Mineral St, Platteville, WI 53818. With a solid reputation and a strong commitment to client satisfaction, they have earned a stellar average rating of 5/5 from their 19 reviews on Google My Business.

Specialties: Financial planner, Financial consultant

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended, Free parking lot, On-site parking

The knowledgeable and experienced team at Rosemeyer Management Group provides personalized financial planning and consulting services to help their clients achieve their financial goals. With a focus on building long-term relationships, they take the time to understand each client's unique situation and tailor their advice accordingly.

In addition to their core services, Rosemeyer Management Group offers convenient online appointment scheduling and a fully accessible facility, making it easy for clients to receive the expert guidance they need. Their commitment to exceptional service and dedication to their clients' success sets them apart in the industry.

Key contact information:

• Phone: 83482274
• Website: rosemeyermg.com

👍 Reviews of Rosemeyer Management Group- Financial Advisors

Jessica L.

5/5

Rosemeyer Management Group is extremely helpful, insightful, attentive, and effective. I have both my individual accounts and our small business retirement plan with them. I really like their follow through with customer service and when I call or email, I am able to get a response quickly. There are a lot of choices when it comes to financial advisors, but I couldn't be happier with my choice in Rosemeyer Management Group. They know what they are doing and I feel very comfortable with their investment strategies. I trust their team. I am also extremely impressed with their annual review; their customer service is fantastic. In addition, I appreciate the amount of education and expertise that Rosemeyer Management Group provides!

Terry B.

5/5

The entire team at Rosemeyer Management Group is very responsive, friendly, knowledgeable and professional. They look beyond investing and consider your entire financial picture. I appreciate the fact that we meet annually and discuss results as well as plans going forward. I also appreciate that they are willing to handle my account in a manner that suits my investment style. They don't take a "one size fits all" approach to their clients, but come up with a unique plan for each client. When I call, or email someone always is able to answer my question or gets back to me promptly! Choosing to do business with RMG has been one of the best financial decisions I have made.

Molly T.

5/5

RMG provides personalized financial planning services to all clients. They prioritize time to individually and thoroughly explain our financial portfolio every year and assist us in developing and achieving our financial goals. They are always responsive to our questions and provide quality service. We are grateful to have such a trusted group handling our finances!

John P.

5/5

We have been a client of Rosemeyer Management Group for around 5 years. They have been more than just our financial advisor; they helped us in a time when we were making changes in our life. From the first meeting with them until now they have made many suggestions to help us plan for our retirement.
They treat us like family, and everyone you see or talk to are always friendly and make you welcome. We are very confident with Rosemeyer Management Group and extremely happy with the services they supply to us and I will recommend them to anyone who is looking to plan their future. John & Judy Piddington

Morgan F.

5/5

I started my investment journey with RMG in early 2020, and to say I've learned a lot is an understatement! With only being 19 at the time, I was treated with nothing but respect and professionalism and shown just how I can make my financial dreams come true! My advisor tends to my needs and what they have known to be best for me and my future. The customer service is top tier, I never leave a phone call or e-mail discussion questioning my decision. Highly recommend doing business with them!

Eric A.

5/5

We are very happy with the performance of the team at RMG along with the personalized service. They work collaboratively on an informed strategy, are proactive in making suggestions/taking action as the market moves, and responsive when we would like to discuss something.

Ken F.

5/5

I switched to RMG in 2015 and I can honestly say it has been the best decision I could have made. 5 years ago my wife and I made a life changing investment and RMG was there to help us through the process. The amount of personal care they give to their clients is incredible. if you are on the fence about your investments do yourself a favor and give them a call. Highly recommend

Justin P.

5/5

Top notch. I honestly can't say enough good things about Rosemeyer Management Group. I like the transparency of how they intend to invest my money, and how they made me feel like my business is just as important as their biggest accounts. Do yourself a favor and invest with Rosemeyer.