Catherine Rosario

Client Services Coordinator at Seasons of Advice Wealth Management, LLC. - New York, NY, US

Catherine Rosario's Colleagues at Seasons of Advice Wealth Management, LLC.

Saad Tahir

SVP/Partner - Investments & Operations

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Akil Lamy

Wealth Management Associate at Seasons

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Anna Chan

Client Service Coordinator

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Steven Troccoli

MBA, ChFCÂ®, CFSÂ®, CRPCÂ®, Vice President - Wealth Advisor

Contact Steven Troccoli

Sureita Hockley

Vice President - Business Development

Contact Sureita Hockley

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Catherine Rosario's Contact Details

Email (Verified)
***@soawealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Brooklyn, New York, United States

Company
Seasons of Advice Wealth Management, LLC.

Catherine Rosario's Company Details

Seasons of Advice Wealth Management, LLC.

New York, NY, US • 20 - 49 Employees
Financial Services

We Help You Finance Your LifeWith decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial life.We work hard to build a relationship with you and your family that can endure for generations. Initial meetings are relaxed and comfortable — getting to know you and your family, understanding your individual and family goals, determining short-term needs, and assessing your tolerance for risk. These conversations are the cornerstones of the financial strategies we put to work to protect your assets and build wealth.

Investment Management Estate Planning Cash Flow Planning Financial Planning Insurance Consulting Education Planning Tax Planning Intergenerational Planning Portfolio Management Goal Tracking Socially Responsible Investing

Details about Seasons of Advice Wealth Management, LLC.

Frequently Asked Questions about Catherine Rosario

Catherine Rosario currently works for Seasons of Advice Wealth Management, LLC..

Catherine Rosario's role at Seasons of Advice Wealth Management, LLC. is Client Services Coordinator.

Catherine Rosario's email address is ***@soawealth.com. To view Catherine Rosario's full email address, please signup to ConnectPlex.

Catherine Rosario works in the Financial Services industry.

Catherine Rosario's colleagues at Seasons of Advice Wealth Management, LLC. are Kathy L., Joyce Zhang, Saad Tahir, Akil Lamy, Anna Chan, Steven Troccoli, Sureita Hockley and others.

Catherine Rosario's phone number is N/A