Steven A. Rose,  CFP<sup>&reg;</sup> - Financial Advisor

Steven A. Rose, CFP®

7800 Allentown Blvd, No B 2
Harrisburg, PA 17112
(717) 652-5205

General

Steven Rose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Harrisburg, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF,FIC, MSFS, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources