Joseph E Roseman Jr. [ChFEBC℠]
5960 Fairview Road
Suite 200
Charlotte, NC 28210
I have an office in only one state, but Charlotte borders South Carolina and I service a number of South Carolina clients.
Original Certification Date: 05/09/2014
ChFEBC℠ Number: R3J4C1034
Organization: StayRetired Wealth Strategies
Phone: 704-935-2554
Email: jroseman@stayretiredwealth.com
Website: www.stayretiredwealthstrategies.com
States Currently Licensed: NC, SC, GA, TN, FL, TX, AL, CO, PA
State Insurance License #: 3393044
Primary Insurance: North American, Allianz, Athene, One America, American Equity, Protective
Primary Investment: We custody all of our accounts at Charles Schwab on a multi-faceted investment platform.
Services: Fee based financial planning, investment planning, asset protection planning, long-term care planning, estate planning, retirement tax planning