Your Success Is Our Success
My husband and I first started working with The Rosamond Financial Group when we needed support managing our 401(k). We had always relied on my father for financial advice, but with a changing economy, he suggested we speak with a professional. He sent us straight to Preston Rosamond, and we have never regretted following that recommendation. Preston helped us go from deep financial debt to financial freedom—from being close to losing our home to paying it off entirely.
The Rosamond Financial Group truly cares about their clients. They are always sweet and understanding no matter how many times I lock myself out of the website! They are always accommodating when scheduling our check-ins, whether they are in person or via Zoom.
We have 100% confidence in Preston and his team. We are set very well for retirement—something we never thought we’d be able to achieve! When you give The Rosamond Financial Group your financial goals, they will do everything possible to make that happen. We could not be happier with our experience. — Margi
When BJ’s husband died, she knew she needed someone to help her navigate the financial intricacies of her life, someone whom she could count on to educate her and empower her to make her own decisions.
Listen to her story here:
Someone to Carry the Burden
When I first decided that I needed a financial advisor, I went with Preston and The Rosamond Financial Group Team. Preston gave me the assurance that I didn’t need to think about investments on a day-to-day basis because he would keep me updated every month. The team at The Rosamond Financial Group gives you the confidence to live life today knowing that your finances will be taken care of by a trusted advisor. I’ve recommended their services to so many friends and family because Preston is someone you can rely on when you need financial guidance. — Sarah
Above & Beyond
As an estate planning lawyer, Brad works with plenty of financial advisors. But according to him, Preston and his dedication, care, and proactive approach makes him a cut above the rest.
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Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.