Reviews of Kurt Rosentreter Financial Advisor and Wealth Management (Financial Consultant)

Lawrence Mandel

Kurt is practical, realistic, and tells you what you need to hear not what you want to hear. He's been my trusted advisor for 15 years. If you're serious about wealth building (not getting rich quick), I'd highly recommend Kurt and his team.

Kathleen Davidson

Kurt and is team have been providing me with expert financial assistance for many years... through career changes, international moves and starting my own business. If you are looking for personalized, knowledgeable advice and guidance I can highly recommend them.

Michael Russell

Personable and professional. Not a salesman. Customizes everything to your specific circumstances and isn't afraid to call you out when you're contemplating a financial decision that you're not understanding from all angles. In other words- watching out for you. Team is fantastic too- proactive, polite and polished.

bill mckechney

Kurt's management team is extremely approachable and accommodating. The team keeps you up to date on all aspects of your portfolio and makes sure it suits your needs at all times.

R M

Kurt Rosentreter is a driven professional with a breadth of knowledge and experience. He is very approachable and personable, while professional. Kurt’s staff are also extremely knowledgeable and professional. He and his team are very customer focused. I would highly recommend Kurt Rosentreter and his team.

Maria G

Signing up with Kurt more than 15 years ago put me on a path to financial security. Kurt took the time to understand my investment goals, then leveraged his wide-ranging financial expertise and solid experience to design the right portfolio for me. Through the years, he worked closely with me to update it as needed. He has been my go-to person for financial guidance. He is trustworthy, reliable, and easily accessible. He and his team embody competence, professionalism and top-notch customer service. Very highly recommended, indeed!

Michele Guglielmi

I met Kurt about 10 years ago when he was teaching a financial course I was attending. I was extremely impressed by his wealth of knowledge and knew I wanted him to manage my portfolio. Today I am still as impressed. Kurt and his team are extremely knowledgeable and professional. They continually evaluate my portfolio to ensure it is right for me. He has helped me develop a strong financial portfolio that I am very comfortable with. I would definitely recommend Kurt and his team to help you grow your portfolio.

Bill &Mary K.

Kurt Rosentreter has been our financial advisor for more than 17 years. Over the years Kurt has worked with us to develop our financial goals and plan for retirement. Kurt has always provided sound investment advice based on the "big picture" and has modified our investment portfolio over the years to accommodate our changing needs while ensuring we remain on track to meet our retirement goals; at times this has been a balancing act but Kurt's Annual Review of our portfolio gives us an opportunity to reflect and reassess our finances and is an invaluable resource. Kurt has always put our best interests first and has also been a much needed voice of reason on more than one occasion. We trust Kurt explicitly and would highly recommend Kurt to anyone looking for an honest and knowledgeable financial advisor to manage their finances and help secure their financial future.

Lisa Sauve

My first experience with Kurt is when I attended a course in wealth management. Simply put, I was blown away. Within 30 days, I transferred all of my accounts to Kurt & his team and have not looked backed since. They are truly on top of their game. I would highly recommend.

Patricia S

Kurt has been our family's financial advisor for over 12 years. We value his professionalism and investment knowledge. Kurt listens to your needs and works with you to put together an investment strategy to meet your goals. We would highly recommend him.