Rose City Financial Services, LLC

Rose City Financial Services, LLC Rose City Financial focuses on Retirement Planning for Individual Investors and Business Owners. Cambridge Investment Research, Inc.

Investment planning solutions for the Individual Investor and Small Business Owner
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. and Rose City Financial Services are not affiliated. This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, OH, NC, NY, RI, SC, VT, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

At Rose City Financial, we’re proud to help our neighbors in Franklin, Connecticut, and the surrounding communities brin...
10/05/2026

At Rose City Financial, we’re proud to help our neighbors in Franklin, Connecticut, and the surrounding communities bring more clarity and confidence to the financial decisions that shape their lives.

From IRA guidance and 401(k) rollovers to asset management and comprehensive financial planning, we take a practical, plain-speaking approach centered on your goals.

We also help local business owners explore retirement-plan options for their teams and work with families to address life-insurance needs as part of a broader financial strategy.

No matter where you are today, you deserve a trusted local team that listens, does the heavy lifting, and helps you plan for what’s ahead.

Gifting can be a meaningful way to support family and long‑term goals, but the structure matters.When gifts involve mult...
10/02/2026

Gifting can be a meaningful way to support family and long‑term goals, but the structure matters.

When gifts involve multiple recipients, trusts, or larger transfers, early planning can help avoid unnecessary complexity and last‑minute reporting. Taking time now to review your approach allows for clearer decisions and more efficient ex*****on before year‑end.

Our team is here to help you navigate your options and ensure your strategy is aligned with your goals. Reach out to start planning with confidence.

You may have heard that the stock market can behave a little differently around holidays. There's actually a name for on...
09/30/2026

You may have heard that the stock market can behave a little differently around holidays. There's actually a name for one of these patterns: the pre-holiday effect. Swipe to learn more.

If you have questions about your financial plan or would simply like to connect, please contact us. We're always happy to hear from you.

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe ...
09/28/2026

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

This month, we are sharing a story that is a powerful reminder of what people can accomplish when they come together wit...
09/25/2026

This month, we are sharing a story that is a powerful reminder of what people can accomplish when they come together with a shared purpose.

Inside the Charlotte Convention Center in North Carolina, 6,500 volunteers worked around the clock to build over 10,000 beds in just 24 hours for children who did not have one of their own. Lowe's employees rolled up their sleeves alongside thousands of others to support the charity Sleep in Heavenly Peace, an organization dedicated to ensuring no child sleeps on the floor.

The effort was extraordinary in scale. Two hundred miles of raw lumber were transformed into 10,027 finished beds. Work was divided across 16 lines, with hundreds of people moving in sync through cutting, sanding, assembling, and finishing. When the tools finally went quiet, thousands of beds were stacked and ready for delivery to families across 36 states through 110 Sleep in Heavenly Peace chapters.

As one medical director of sleep medicine noted, without consistent, high-quality sleep, children can fall behind in ways that affect both their health and their learning. What these volunteers gave was more than just a bed. It was a foundation for something better. This story is a beautiful reminder that when people show up for one another, even the biggest goals become possible.

Read the full story here: https://www.goodnewsnetwork.org/6500-volunteers-build-10k-beds-in-24-hours-in-north-carolina/

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
09/23/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

There’s something in the air—crisp mornings, changing leaves, and the welcome feeling that fall is on its way in New Eng...
09/21/2026

There’s something in the air—crisp mornings, changing leaves, and the welcome feeling that fall is on its way in New England. 🍂

Around Franklin, it’s a wonderful time to slow down and enjoy the season: take in the views of The Last Green Valley, explore local history at the Woodward Museum, browse a good book or community program at the Otis Library, or make a day of it with a visit to a local farm.

However you enjoy autumn, we hope it brings you plenty of fresh air, good company, and a little time to appreciate all that makes our corner of Connecticut special.

What is your favorite fall tradition in the Franklin area?

From contribution limits to withdrawals, many employees share the same questions about 401(k)s, and we’ve got the answer...
09/18/2026

From contribution limits to withdrawals, many employees share the same questions about 401(k)s, and we’ve got the answers to help you give your team the right information to help them make informed decisions.

Swipe for answers to a few common 401(k) questions.

We’re here to help employers with every aspect of their 401(k) plan. If you have any needs or questions, give us a call, and we can connect.

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/16/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over ti...
09/11/2026

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over time.
Now is a good time to evaluate how much of your net worth is tied to a single asset and consider whether adjustments may be appropriate. Reviewing potential tax implications and exploring gradual rebalancing or diversifying strategies can help create a more balanced approach.

Our team can help you assess your exposure and identify strategies that align with your long‑term goals. Connect with us to start the conversation.

Address

210 Route 32, Suite 104 Franklin
North Franklin, CT
06254

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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