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Rose Retirement Logo
Rose Retirement Growth Score
63
CB Rank
1258301
Heat Score
41
Rose Retirement is a financial service provider company that specializes in tax-efficient strategy and legacy planning services.
Private Longview, Texas, United States roseretirement.com
Finance
Financial Services
Retirement
Overview

Rose Retirement
Growth Score
63
Heat Score
41

Growth Score63
-15 pts
in past quarter
Heat Score 41
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Rose Retirement

CB Rank
1258301
Rose Retirement is a financial service provider company that specializes in tax-efficient strategy and legacy planning services.
Private Longview, Texas, United States roseretirement.com
Finance
Financial Services
Retirement

Key People

Details

Operating Status Active
Company Type For Profit
Founders  John Merkel
Phone Number 1-903-240-7241
Contact Email roseretirement65@gmail.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personalized Retirement Income Planning
Develops tailored income plans to assist clients in making informed financial decisions for retirement.
Tax-Efficient Strategy Consulting
Provides advice on strategies to minimize taxes on retirement income and assets.

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Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 1 Contacts 2

Employee Profiles

News

News and Press

News•Jul 24, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$284.8KThis year, Rose Retirement is projected to spend $284.8K on IT, according to Aberdeen.

Active Website Tech Count

49Rose Retirement is actively using 49 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Rose Retirement's headquarters? Rose Retirement is located in Longview, Texas, United States.Who are Rose Retirement's competitors? Alternatives and possible competitors to Rose Retirement may include CAPTRUST, Creative Planning, and  Fidelity Investments.
Who We Are
What We Do
Helpful Links
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