Rosemont Financial Group - Albany, New York

Rosemont Financial Group is a highly regarded financial planning firm located at 18 Corporate Woods Dr, Albany, NY 12211. They can be contacted by phone at 86217173 or via their website at rosemontfg.com. The firm specializes in financial planning and has several key points of interest, including wheelchair accessible entrance, parking, and restrooms as well as appointment availability.

About Rosemont Financial Group

Rosemont Financial Group provides comprehensive financial planning services to help their clients achieve their long-term financial goals. They take a personalized approach to understand each client's unique needs and circumstances, offering tailored advice and strategies to optimize their financial well-being. With a focus on transparency, responsiveness, and exceptional service, Rosemont Financial Group has built a strong reputation in the financial planning industry.

Key Services and Features

• Specialties: Financial Planner
• Other Points of Interest: Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, Wheelchair Accessible Restroom, Restroom, Appointments Recommended

Client Reviews and Testimonials

Rosemont Financial Group has received exceptional feedback from their clients. With an impressive average rating of 4.9 out of 5 stars based on 35 reviews on Google My Business, the company has consistently demonstrated its commitment to providing top-notch service. Clients appreciate the professionalism, personability, and quick response times of the team, particularly noting the excellent work of Rene, a key figure at the firm. Many highly recommend Rosemont Financial Group to others seeking financial planning services.

Why Choose Rosemont Financial Group

When choosing a financial planner, it's essential to find a firm that prioritizes your unique needs and provides personalized, comprehensive guidance. Rosemont Financial Group's combination of specialized expertise, accessibility features, and outstanding client reviews make them an excellent choice for individuals seeking a reliable and trustworthy financial planning partner. With a strong focus on personalized service and achieving clients' long-term financial goals, Rosemont Financial Group stands out in the industry.

👍 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.