Julia Munson's Contact Details

Julia Munson's Company Details

Rose Street Advisors LLC

Kalamazoo, MI, US • 50 - 99 Employees
Financial Services

At Rose Street Advisors, our team of industry leaders are dedicated to helping people plan for and maintain a bright future. We work hand-in-hand with our clients—business owners and their leadership team, affluent families and high-income professionals—to reach their financial goals all under one roof.For more than 75 years, our firm has been dedicated to putting people first. Through our comprehensive approach, we advise on Employee Benefits, Life Insurance, HR Consulting, Investment Management and Retirement Plan Strategies to help ensure that our clients, their families and employees are well-taken care of both today and for generations to come.Disclosure:M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.