Rosell Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
550 NW Franklin Ave Ste 368, Bend, Orego...Phone Number
(541) 385-8831Revenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Rosell Wealth Management
Rosell Wealth Management specializes in providing financial planning services tailored for individuals preparing for retirement. They offer a unique 4-step process that includes a R.I.S.K. audit, blueprint creation, plan implementation, and support for enjoying retirement. The firm focuses on helping affluent clients minimize risks and maximize joy during their retirement years. Additionally, they provide strategies for business owners to enhance their financial outcomes when selling their businesses.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Rosell Wealth Management
$5.6M
1-10
Private
-
2001
N/A
Company Profile Activity
Activity Insights
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Rosell Wealth Management Tech Stack
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Rosell Wealth Management specializes in providing financial planning services tailored for individuals preparing for retirement. They offer a unique 4-step process that includes a R.I.S.K. audit, blueprint creation, plan implementation, and support for enjoying retirement. The firm focuses on helping affluent clients minimize risks and maximize joy... Read More
