The Rosamond Financial Group
Financial Services • 
Marble Falls, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 608 HWY 281 N, Suite 103, Marble Falls, Texas 78654, US |
| Phone number | +18307989408 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Asset Allocation, Retirement Planning, Insurance, Charitable Giving, Your Finances |
| Employees | 1-10 |
| Socials |
Key Contacts at The Rosamond Financial Group
Preston Rosamond
Owner And Principal
Clint Connell
Director Of Advisory Services
Shelli Mcvey Rosamond
Director
The Rosamond Financial Group Email Formats
The Rosamond Financial Group uses 2 email formats. The most common is {first name} (e.g., john@rosamondfinancialgroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@rosamondfinancialgroup.com | 66.7% |
{first name}{last name} | johndoe@rosamondfinancialgroup.com | 33.3% |
About The Rosamond Financial Group
The Rosamond Financial Group Wealth Management, LLC, is a full service financial planning and investment advisory firm specializing in total asset management. Whether you need investment planning, retirement forecasts, insurance evaluation, tax development plans, or education planning, we can help you travel the road and arrive in good condition. The Rosamond Financial Group is built on a solid foundation of exceptional customer service and in-depth market knowledge. Simply put, we strive to be our client’s trusted advisor. Preston Rosamond, President To learn more about how we may help you, schedule an appointment online here: https://calendly.com/rosamondfinancial _____ Advisory services are offered through The Rosamond Financial Group Wealth Management LLC., a Registered Investment Advisor.
The Rosamond Financial Group revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Rosamond Financial Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Rosamond Financial Group has never raised funding before.
The Rosamond Financial Group Tech Stack
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