Rosenquist Advisors
Rosenquist Advisors
720 E Park Lane
Santa Ana, CA 92705
720 E Park Lane
Santa Ana, CA 92705
Our services cover all areas of financial management, from investment and retirement planning to ris
Today's investment climate offers unprecedented opportunities to apply creative solutions to your financial concerns. At Rosenquist Advisors our mission is to help clients take advantage of those opportunities while using estate planing, pension plans, tax planning, charitable gifts, and social responsible investing. We provide our clients with three key tools:
1.A clear understanding of their financial goals
2.A well-defined road map for achieving those goals responsibly
3.Ongoing advice to help adjust their road map when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping individuals, small businesses, charitable donors, seniors and social responsible investors develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives, and to help them invest ... for good.
Keywords: Planned Giving, Charity, Charities, nonprofit, donation, donations, retirement, tax, estate, estate planning, business, small business, profit sharing, pension, pension plan, pension plans, insurance, annuities, mutual funds, stock, mortgages, loans, finances, planning, advise, money, money management, investment, investment management, property, assets, cash, orange county, santa ana, anaheim, orange, tustin, bank, trust, will trusts, bond, stocks, social responsible investing
Today's investment climate offers unprecedented opportunities to apply creative solutions to your financial concerns. At Rosenquist Advisors our mission is to help clients take advantage of those opportunities while using estate planing, pension plans, tax planning, charitable gifts, and social responsible investing. We provide our clients with three key tools:
1.A clear understanding of their financial goals
2.A well-defined road map for achieving those goals responsibly
3.Ongoing advice to help adjust their road map when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping individuals, small businesses, charitable donors, seniors and social responsible investors develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives, and to help them invest ... for good.
Keywords: Planned Giving, Charity, Charities, nonprofit, donation, donations, retirement, tax, estate, estate planning, business, small business, profit sharing, pension, pension plan, pension plans, insurance, annuities, mutual funds, stock, mortgages, loans, finances, planning, advise, money, money management, investment, investment management, property, assets, cash, orange county, santa ana, anaheim, orange, tustin, bank, trust, will trusts, bond, stocks, social responsible investing
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Interview Q&A
How long have you been in business?
Rosenquist Advisors has been in business since 2010; we have over 50 years experience in tax preparation, law and investment advise.
What is your primary product or service?
Group benifits for the small to mid-sized business owner, business law; tax preparation for businesses or business owners.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My interest in helping business owners comes from my experience of starting, running and restarting troubled companies. My interest in helping non-profits started as a teen when my mother was the Director of the Arthritis Foundation for the Orange County and Inland Empire.
How do you differentiate yourself from other businesses in your category and area?
With our financial business we try to stay away from commissions, but try to deal on a fee bases. This helps us to advise without charging an arm and a leg. We are experienced at most types of business law, particularly real estate and franchise law. Our tax adviser is a CPA and has a law degree in taxes.
How many locations do you have and do you have plans to expand?
Our legal offices are in Brea. Our insurance and financial offices are centered in Placentia, but we can meet you where you live or work.
Rosenquist Advisors has been in business since 2010; we have over 50 years experience in tax preparation, law and investment advise.
What is your primary product or service?
Group benifits for the small to mid-sized business owner, business law; tax preparation for businesses or business owners.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My interest in helping business owners comes from my experience of starting, running and restarting troubled companies. My interest in helping non-profits started as a teen when my mother was the Director of the Arthritis Foundation for the Orange County and Inland Empire.
How do you differentiate yourself from other businesses in your category and area?
With our financial business we try to stay away from commissions, but try to deal on a fee bases. This helps us to advise without charging an arm and a leg. We are experienced at most types of business law, particularly real estate and franchise law. Our tax adviser is a CPA and has a law degree in taxes.
How many locations do you have and do you have plans to expand?
Our legal offices are in Brea. Our insurance and financial offices are centered in Placentia, but we can meet you where you live or work.
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