Rose Pagan

FIC, BFA™

Financial Advisor

Today. Tomorrow. Together. Your priorities. Let's talk.

State(s) Licensed:   FL, GA, LA, NC, TX

Phone 863-325-6529
Address

308 Ave G SW Suite 207
Winter Haven, FL 33880

Rose Pagan

Today. Tomorrow. Together. Your priorities. Let's talk.

State(s) Licensed:   FL, GA, LA, NC, TX

Let's put your plans in motion

As your Financial Professional I will work with you to provide guidance that will connect your financial goals with your faith.


Keeping in tune with others' emotional and psychological needs is extremely important and I believe this leads to more successful, long-lasting relationships. I view my relationships with clients as true partnerships, demanding honesty, sharing and a joint search for ideas and solutions that will enrich their lives.


Whether it is helping you with Life Insurance needs or Investment management together we can develop a financial strategy that helps your money work for you.


With your confidence, I will commit to help you take care of what's important and a priority to you.


How I can help...

  • Retirement Planning
  • Life Insurance & Protection
  • Disability Insurance
  • Extended Care Solutions
  • Investments & Wealth Building
  • Tax Planning & Efficiency
  • Social Security Planning
  • Trust Services & Estate Planning
  • Budgeting & Saving
  • College Funding Strategies


Currently working with residents of Polk, Orange, Osceola, Lake, Hillsborough, Highlands, Pasco, Broward, Miami-Dade and Palm Beach counties.




To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Winter Haven Office

Phone:
863-325-6529

Hours

M – F: 9 a.m. – 5 p.m.