Rose Wealth Advisors

A financial advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 7 reviews

Rose Wealth Advisors: An Ameriprise advisory practice serving the Easton, PA area.

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    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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What our clients have to say

"We are living our 'best lives' in retirement after more than twenty years of financial planning and guidance from our Ameriprise advisor, Levent Bayrasli. We were able to retire early to enjoy more time with family and friends while pursuing old and new interests. Levent worked closely with us to understand our future goals and clearly explained the reasoning behind suggested next investment steps so that we were comfortable with our decisions. Thank you!"- Rich and Cheryl C.