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Rose Greene Financial Services

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About Rose Greene Financial Services

Rose Greene Financial Services is an independent and unique, entrepreneurial financial advisory practice. As an independent representative of LPL Financial, Rose Greene Financial Services provides unbiased investment advice and services including wealth management; retirement planning; college planning; life, health and long-term care insurance services; Medicare planning; estate planning and charitable giving. Her client base is highly diverse with a concentration in the baby boomer market, gay and lesbian community and entertainment industry.

Location & Directions for Rose Greene Financial Services

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2665 30th St Suite 111, Santa Monica, CA 90405
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Services Rose Greene Financial Services Offers

•Wealth management
•Financial and retirement planning
•College planning
•Insurance services including variable annuities; life, health and long-term care insurance; Medicare planning
•Estate planning
•Charitable giving

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Business Categories Retirement Planning
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  • No. of Employees N/A
  • No. of Locations N/A
  • Year Founded 1986
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