Rosemont Financial Group Employee Directory

Financial ServicesNew York, United States2-10 Employees

Rosemont Financial Group is an independent financial services firm focused on helping individuals, families, and businesses determine and achieve their financial goals. Rosemont was created in 2010 by five associates of a global financial firm looking to bring added value, expertise, and teamwork to both their existing client base and potential new clients. Because Rosemont is not not affiliated with any insurance or investment companies, they are truly objective in the advice they give and the products they recommend. Therefore, they are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.

As independent financial professionals, we are not employees of an investment or financial services firm, we are independent business owners. Because we are not affiliated with any insurance or investment companies, we are truly objective in the advice we give and the products we recommend. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Find Rosemont Financial Group employees' phone numbers or email addresses

Rosemont Financial Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Rosemont Financial Group's Leadership

  • Stylized image of a person
    C. W.
    President
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    C. W.
    Certified Financial Planner ™ Professional And Managing Partner
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    S. N.
    Certified Financial Planner „¢ And Managing Partner
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    B. B.
    Senior Vice President
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  • Stylized image of a person
    C. M. N. A.
    Lpl Financial Advisor, Retirement Plan Speciallist
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    R. R. F.
    Certified Financial Planner™
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  • Stylized image of a person
    C. G.
    Financial Advisor
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    J. O.
    Certified Public Accountant & Financial Advisor
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Rosemont Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Accounting
  • Other

Contact profiles from Rosemont Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. G. C. C.
    CERTIFIED FINANCIAL PLANNER™
    Phone icon
    United StatesNew York
    Jul 29, 2024
  • Stylized image of a person
    L. D.
    Administrative Assistant
    Phone icon
    United StatesNew York
    Oct 21, 2025

Frequently Asked Questions

What is Rosemont Financial Group known for?

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Rosemont Financial Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 18 Corporate Woods Boulevard 3rd Floor Albany, New York 12211 United States; you can contact the main corporate office by phone at . Explore Rosemont Financial Group's company overview page for more information.

What is Rosemont Financial Group's most common email format?

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Rosemont Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rosemont Financial Group email formats with LeadIQ.

How many employees does Rosemont Financial Group have currently?

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Rosemont Financial Group has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Rosemont Financial Group's key employees and leadership?

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As of February 2026, Rosemont Financial Group's key employees include:

  • President: C. W.
  • Certified Financial Planner ™ Professional And Managing Partner: C. W.
  • Certified Financial Planner „¢ And Managing Partner: S. N.
  • Senior Vice President: B. B.
  • Lpl Financial Advisor, Retirement Plan Speciallist: C. M. N. A.

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