Rose Financial Group Llc

The Rose Financial Group, LLC is a trusted third-party administrator (TPA) based in Indianapolis, IN. Founded in 1999 by Al Rossetti, a seasoned professional with over 24 years of experience in the industry, the company aims to provide exceptional service standards to its clients by combining the expertise of traditional trust departments with the efficiency of independent administration. With a focus on optimizing qualified plan designs and ensuring compliance with applicable laws, Rose Financial Group offers personalized and comprehensive solutions that meet the unique objectives of each client. Recognizing the need for improved communication and coordination among various parties involved in retirement plans, Rose Financial Group acts as a liaison between plan sponsors and other stakeholders, such as brokers, insurance agents, custodians, and recordkeepers. By streamlining processes and facilitating cross-functional collaboration, the company ensures a seamless experience for its clients, allowing them to leverage different plan features and service providers while maintaining plan continuity. With a commitment to outstanding service, responsibility, accountability, and empathy, Rose Financial Group goes beyond common courtesy to provide exceptional support and expertise in managing day-to-day plan activities for the benefit of its clients.Generated from the website

Founded in 1970, Blue & Company is a regional certified public accounting firm providing consulting and certified public accounting services with information on the company, locations, employment and contacts...

At Oxford Financial Groups, Ltd., doing what's best for you is at the heart of what we do each day. Your success is our only objective.