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State DirectoryRaymond James Rosnack Financial Group
JD Financial Solutions & Insurance Group Inc.
5319 Paylor Lane, Suite 100, Sarasota, FL 34240
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Our mission is to help build, enhance and preserve the wealth of our clients.
- Hours
- Regular Hours:
- Phone:
Main - 941-954-7696
- Address:
- 2 N Tamiami Trl Sarasota, FL 34236
- Email:
- Link:
- Categories
- Financial Planning Consultants, Financial Services
- Location
- One Sarasota Tower
- Neighborhood
- Downtown Sarasota
General Info
The Rosnack Financial Group, Inc., is an independent firm. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, to provide professional wealth management and money management services for the clients we serve. We also fall under the umbrella of supervision by senior compliance at Raymond James Financial Services, Inc.Richard J. Rosnack runs a boutique-style practice where he serves as money manager and chief financial officer (CFO) for each of his clients. He believes that most clients prefer to work directly with a chief consultant versus a secondary subordinate in the management of their financial affairs.In providing customized wealth management services to clients and their families, Richard specializes in money management and financial planning strategies. He collaborates extensively with his clients existing professional advisors and counsel to help assure the optimal integration of the tax, estate and philanthropic planning aspects along with periodic monitoring of those strategies. He and his staff work to coordinate a team approach so all are on the same page.