83
Growth Score
pts
Heat Score
82 pts
Company Performance Metrics
Score
Trend
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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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3666753
RoseMark Advisors provides financial planning, investment advisory, annuity, insurance, and IRA rollover services for AMAC members.
About the Company
RoseMark Advisors provides financial planning and investment advisory services tailored to members of the Association of Mature American Citizens. The firm offers guidance on retirement strategies, including IRA rollovers, 401(k) consolidation, pensions, and profit-sharing plans. RoseMark Advisors helps clients evaluate annuities, including fixed,
variable, and indexed contracts, and coordinates these with overall financial goals. It also arranges life insurance and long-term care insurance solutions designed to protect wealth and support family members. The company focuses on aligning investment products, tax considerations, and estate arrangements with each client’s stated objectives.
