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Rose Glen, LLC Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Rose Glen, LLC operates in the financial services sector, integrating wealth transfer planning with insurance solutions to support estate planning and wealth accumulation with an inter-generational focus. Based in Wynnewood, Pennsylvania, the firm emphasizes value and service, drawing on a team that includes MBA, CPA, and life insurance design expertise. The company benefits from its affiliation with M Financial, which provides enhanced due diligence and access to a broad slate of products, including proprietary options with major carriers, facilitating tailored solutions for clients and their advisors. Its services are aimed at high-net-worth individuals and organizations seeking strategies for wealth preservation and transfer across generations, with an emphasis on advocacy, quality service, and integrity. The organization operates within the broader financial services landscape and maintains a relationship with M Holdings Securities, Inc. to offer securities-related guidance through its network.

Find Rose Glen, LLC employees' phone numbers or email addresses

Rose Glen, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Rose Glen, LLC's Leadership

  • Stylized image of a person
    K. H.
    Owner

Rose Glen, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Rose Glen, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. H.
    Owner
    Oct 17, 2024

Frequently Asked Questions

What is Rose Glen, LLC known for?

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Rose Glen, LLC was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Rose Glen, LLC's company overview page for more information.

What is Rose Glen, LLC's most common email format?

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Rose Glen, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rose Glen, LLC email formats with LeadIQ.

How many employees does Rose Glen, LLC have currently?

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Rose Glen, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Rose Glen, LLC's key employees and leadership?

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As of July 2026, Rose Glen, LLC's key employees include:

  • Owner: K. H.

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