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Details
HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 617-608-3624

Address:
233 Needham St Ste 300 Newton Upper Falls, MA 02464

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Categories
Retirement Planning Services, Financial Services, Investment Advisory Service, Investment Management, Investment Securities
Services / Products
David E. Rosen is the founder of Rosen Investment Management, LLC, a Registered Investment Advisory firm. Mr. Rosen currently teaches public and private workshops on Investing, Asset Allocation, Modern Portfolio Theory, and Estate Planning. Mr. Rosen dedicates himself to working with investors who are interested in learning how financial markets work and are seeking a disciplined approach to investing.
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check, all major credit cards
Data provided by one or more of the following: Thryv, Data Axle, Yext.