What our clients say

What our clients say 

All testimonials are from current clients who were not compensated for their comments!

Darryl is a talented financial professional who genuinely cares about - and is committed to enhancing - the welfare of his clients. You could easily count the number of people I've ever trusted with my financial future on one hand . . . and I trust Darryl


David

I am so happy to be working with Darryl Rosen. I appreciate that he reaches out regularly to review my portfolio and answer my questions. He is extremely knowledgeable and always a pleasure to talk to. Darryl has provided me more peace of mind and I have been happy with the performance of my portfolio."


Janet

I did all the “things” I was told to do: investing in my company's 401K, etc.

But I still had NO IDEA what I would need for retirement and the future as one of my financial fears. Darryl helped me understand how to use my resources to set myself up for a retirement where I WOULD NOT worry about my future!


Sara & Troy

After attending Darryl's class and then meeting with him, I knew I was in good hands. I met with several financial advisors prior to that time, but never walked away with a sense of really understanding next steps. Darryl made things easy to understand, he created an action plan we could act on.


Jinny

Since working with Darryl over the past 4 years, it’s clear he was the right choice. He has an understanding of how to balance capital preservation with delivering a return on investment. He understands our needs, and he speaks with us regularly. As a bonus, he is a nice guy and fun to work with!


Jeff and Jean

As I enter the next chapter of my life, I have my grandchildren to keep a smile on my face! So that we can continue to spoil them, my husband and I trust Darryl to manage our investments and help us securely reach our financial goals.


Kathy

Darryl’s $$ plan and decisions are always in my best interests. He does for me what he does for his own family. And he always checks with me and plans with me the money moves to make given where I am at in my life and what’s happening in the market. 


Lynne & Bob

Share by: