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Ashley Roseme - Financial Professional

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Service type
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About
My mission is to help mainstream families earn more income, become properly protected, debt-free and financially independent. What I offer to families is the understanding of how money can work for them by providing a financial literacy plan for free. I teach clients about finances so they can make informed decisions about how to control their finances. While offering a variety of financial strategies designed to help save money. Appointments offered in person or online.
Overview

Background checked

License verified

3 employees

49 years in business

Business hours

Sun5:00 pm - 9:00 pmMon8:00 am - 5:00 pm

Payment methods

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Social media

Facebook, Instagram, Twitter

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I travel to my customers

Doesn’t offer: My customers travel to me, I work remotely (phone or internet)

Projects and media
Projects and media
Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

5.0

2 reviews

5

100%

4

0%

3

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2

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1

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Thomas S.

Apr 25, 2024

Ms Rosme gave a very informative presentation. She provided several options that are available.
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Eugenia M.

Mar 31, 2023

She is outstanding in her work very professional
Ashley Roseme - Financial Professional's reply
Thank you Eugenia! You are an amazing person and I enjoyed helping you and your family.
Credentials
License

License type: Broker (Securities)

License state: TX

License verified on 4/19/2024

Background Check

ASHLEY ROSEME

FAQs

  • What education and/or training do you have that relates to your work?

    I am a life licensed agent in the state of Texas and Florida.

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