Categories: Financial Service Organizations, Financial Advisors & Planners
Services: Investment planning, Retirement planning, Estate planning, Insurance and annuity products, Mutual funds, Stocks and bonds, 529 college funding, Annuities, Budgeting and Cash Flow Management

Rosemary Frampton has worked in the financial services industry for over 20 years. Her first experiences were with a fraternal benefit organization, involving many hours of volunteer work as well as the financial services. Finding balance between work and personal life, and finding balance within each, drove Rosemary to become an independent financial advisor. It was during this time she accomplished earning the CERTIFIED FINANCIAL PLANNER™ certification, in order to further help her clients achieve their financial goals, with confidence and integrity. Rosemary remains determined to find the appropriate financial products and services for each client to help them realize their financial goals. As financial products change, as family situations change, as markets change, she seeks ways to help clients improve their financial situations. She is proud to offer local, face to face, one on one service, educating and involving clients every step of the way, enabling them to take ownership of their financial plan with confidence.