Details for Rosecap Financial Advisors

IS IT TIME FOR CHANGE?
LET US SHOW YOU WHAT

ROSECAP FINANCIAL
CAN DO FOR YOU!
Portfolio Management

Tax & Accounting Services
Financial Planning

Matt Rosenberg
2018 AICPA Young CPA
of the Year

Retirement Plans
“Preparing client tax returns
while also managing their
portfolio allows RoseCap to take
advantage of tax efficiencies
that other advisors or CPA firms
may overlook.”

Autumn Schultz
Client Support Specialist

RoseCap Financial
is an independent financial
services company that places the
best interest of our clients first.

Call us today and schedule a complimentary
portfolio review for tax efficiency and fee analysis.

970-773-5300
244 N. 7th Street | Grand Junction, CO
RoseCap.com
Investment advice, financial planning, and retirement plan services offered by RoseCap Investment Advisors, a registered investment advisory firm
in the State of CO. Tax planning, preparation, and accounting services provided by RoseCap Tax & Accounting. Both RoseCap Investment Advisors
and RoseCap Tax & Accounting share branding as wholly owned subsidiaries of RoseCap Financial Advisors. RoseCap Investment Advisors is a
registered investment advisory firm in the state of CO. RoseCap does not sell insurance or investment products for a commission.
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