CONNECT

Address:

134 Turnpike Road, Suite 300
Southborough, MA 01772

Phone:

774-843-4910

Fax/Other:

774-843-4980

James E. Rose, CFP®

Investment Advisor Representative
Financial Planner
Financial Services Representative

As a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009, Jim works with his clients to create a strategy that meets their financial goals through accumulating and preserving wealth.  His clientele ranges in age and profile as he has numerous resources that allow him to assist any person in building their financial freedom. 

Jim is committed to giving each, and every one of his clients the most appropriate and honest recommendations to fit their unique financial needs.  He aims to give his clients the very best of service and strives to build a strong relationship with every client and become a lifelong resource for them and their families. 

Jim has a Communications degree from Quinnipiac University and has completed his studies at Boston University School of Financial Planning.  He maintains his series 6, 7, and 63 registrations as well as his Life, Accident & Health licenses.   

Jim resides in Bedford, Massachusetts with his wife Jenna and son James. During his free time he enjoys spending time with family, being outdoors and golfing.  

 

Phone 774-843-4935
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck