ROSE GLEN ADVISORS, LLC
WYNNEWOOD, PA

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ROSE GLEN ADVISORS, LLC, WYNNEWOOD

Rose Glen Advisors is committed to providing innovative, custom financial planning solutions – in the areas of wealth transfer and investments – to ultra-high net worth families across the country. Rose Glen Advisors is committed to providing innovative, custom financial planning solutions – in the areas of wealth transfer and investments – to ultra-high net worth families across the country. We are committed to providing you with a high level of value and service. The Rose Glen Advisors team of professionals is comprised of MBA, CPA and Life Insurance Design experts. We have the benefit of being affiliated with M Financial, one of the largest buyers of life insurance for wealthy families and public companies. Our affiliation with M Financial provides us with a significant level of product due diligence and access to some of the best products in the market in addition to a significant staple of proprietary products with major insurance carriers. Additionally, we can assist you with Disability and Long Term Care Coverage. Through our partners at M Financial, we are able to provide corporate benefits such as Deferred Compensation and Voluntary Disability plans, using proprietary products. The plans can be designed utilizing innovative funding vehicles at little or no cost to the company. Rose Glen Advisors integrates financial planning and insurance solutions for your wealth planning and accumulation needs with an inter-generational focus. Driven by a commitment to client advocacy, quality service, and integrity, our focus is on working with you and your advisors to provide innovative, custom financial planning solutions designed to meet wealth accumulation and preservation goals. M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 155 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients. Rose Glen Advisors, LLC is owned and operated independently from M Holdings Securities, Inc. Rose Glen Advisors, LLC is a member of M Financial Group. Please Check the background of this Firm and/or investment professional on

KEY FACTS ABOUT ROSE GLEN ADVISORS, LLC

Company name
ROSE GLEN ADVISORS, LLC
Status
Active
Filed Number
M16000002889
FEI Number
463379156
Date of Incorporation
April 7, 2016
Age - 8 years
Home State
DE
Company Type
Foreign Limited Liability

CONTACTS

Website
http://roseglenadvisors.com
Phones
(610) 991-2860

ROSE GLEN ADVISORS, LLC NEAR ME

Principal Address
308 E. LANCASTER AVENUE, SUITE 301,
WYNNEWOOD,
PA,
19096,
US

See Also

Officers and Directors

The ROSE GLEN ADVISORS, LLC managed by the one person from WYNNEWOOD on following positions: Memb

Morey H Goldberg

Position
Memb Active
From
WYNNEWOOD, PA, 19096





Registered Agent is CORPORATION SERVICE COMPANY

Address
1201 HAYS STREET, TALLAHASSEE, FL, 32301, 2525

Events

March 17, 2020
LC NAME CHANGE

Annual Reports

2018
April 27, 2018
2017
March 28, 2017