Testimonials

Hear what clients are saying about their experiences with Rosevest Financial Advisors.

Jake and his staff, especially Trent, are attentive and knowledgeable.  Trent always followed up on my questions and consistently communicated with me as to status of the changes we worked through over a multi-month period.  Having talked to my friends, I know that such personal attention is not often the case with financial advisors.
Marty & Laura G.
When friends or family inquire about Rosevest, my response is always enthusiastic and straightforward: Imagine a financial firm that prioritizes your dreams, understands your life's journey, and stands beside you every step of the way. Jake Guttman and his team at Rosevest are more than advisors; they're trusted partners who invest themselves fully in your success and happiness. Their unparalleled commitment to personalized, holistic financial planning makes them not just exceptional advisors but true allies in navigating life's financial challenges.
Joel & Melissa C.
Investing with Rosevest has been far superior compared to other large firms that we’ve worked with in the past. Jake and team have been kind, professional and super helpful since day one. They take a genuine interest in our family’s wellbeing that goes beyond financial matters which is something no other firms we’ve worked with have done.
Brett & Carrie G.
My experience with Rosevest has significantly shaped my perception of the financial services industry. I have come to appreciate the importance of personalized financial advice and the impact it can have on an individual's financial health. With your guidance I have been able to set clear financial goals, develop a robust investment strategy, and make informed decisions that align with my financial objectives. This has not only improved my financial situation but also provided me with peace of mind knowing that I am on the right track. 
Craig & Anna W.
My experience with Rosevest has been very different from advisors I have dealt with in the past. First and foremost and to me the most important thing that I get from Jake and his team is that they actually care! Their follow-up is also second to none, again going back to my earlier statement that they actually care. I’ve never received this type of attention from anyone that I have worked with in this field. 
David & Lili S.

CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use.