Michael Rosen Email & Phone Number

Tampa/St. Petersburg, Florida Area

As part of the Hyde Park Investment Group of Wells Fargo Advisors our mission is to become the trusted financial advisors our clients depend on to navigate the complex and ever-changing landscape and to assist our clients in achieving financial independence.I address the total financial needs of clients, which includes investment planning through a detailed and thoughtful process, engaging clients through each step. I work alongside other professionals such as attorneys and CPAs to… Show more As part of the Hyde Park Investment Group of Wells Fargo Advisors our mission is to become the trusted financial advisors our clients depend on to navigate the complex and ever-changing landscape and to assist our clients in achieving financial independence.I address the total financial needs of clients, which includes investment planning through a detailed and thoughtful process, engaging clients through each step. I work alongside other professionals such as attorneys and CPAs to provide a complete framework for clients to make efficient and effective decisions comprehensively. Key examples of activities are:--Investment Planning--Social Security Planning--Retirement Planning--401k Planning--Education Planning--Cash Flow Analysis and Budgeting Show less

Worked with Individuals, families, corporations and entities in developing financial centric goals and step to help achieve them.