James E. Rose IV CFP®

Investment Advisor Representative
Financial Services Representative
Financial Planner

Jim is a Financial Planner, and an Investment Adviser Representative. Jim is committed to giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial circumstances. He aims to give his clients the very best service, and strives to build a strong relationship with every client and become a lifelong resource for them and their families.

Jim helps his clients create a strategy to meet their financial goals through accumulating and preserving wealth. Jim's clientele ranges in age and profile, as he has numerous resources that allow him to assist any person in building their financial freedom

He is a registered representative and maintains his series 7, 6, and 63 registrations as well as life accident and health licenses. Jim is licensed to do business in Massachusetts, New Hampshire and Florida.

Jim his wife Jenna son James and daughter Ella reside in Bedford, Massachusetts. Before moving to Bedford he spent his childhood years living in Hampton, New Hampshire. Jim's charitable interests include working with the Crohn's and Colitis Foundation of America. In his spare time, he enjoys playing golf, cycling and basketball.

Phone 774-843-4935
Fax 774-843-4980