Rose Brager

Financial Advisor

Aligning your financial decisions with your personal values and aspirations

State(s) Licensed:   CA Insurance Lic. #4361089, FL, MN, NE, WA, WI

Phone 952-592-8807
Address

3000 Cty Rd 42 Suite 201
Burnsville, MN 55337

Rose Brager

Aligning your financial decisions with your personal values and aspirations

State(s) Licensed:   CA Insurance Lic. #4361089, FL, MN, NE, WA, WI

Welcome - Here to help

Thank you so much for visiting my site. I appreciate your time and hope you will take the opportunity to explore my site and learn more about my passion and work. As a financial advisor, my mission is to cultivate enduring connections with my clients and their families. I maintain consistent communication, offering timely account updates and valuable information. My approach is holistic – I guide clients in aligning their financial choices with their core values and multifaceted life goals. Together, we create a robust financial strategy that instills confidence in meeting future needs.

Is this you?

-         Do I have enough? 

-         When can I retire?

-         How can my money work for me?

-         Is my family protected should something happen to me?

-         How can I afford college for myself or my kids?

-         How can I leave a legacy?


If any of these questions are on your mind, let’s connect and talk about it.  

How I can help.

I specialize in helping clients feel confident about their financial future:

-         Defining your ‘enough’

-         Retirement income planning

-         Investment management

-         Protecting families against the impact of extended care, death, and disability

-         College planning

-         Charitable giving

MEETING OPTIONS:

In Person | Virtual – Zoom | Phone

3000 County Road 42, Suite 201, Burnsville, MN 55337


To schedule a complimentary consultation, select preferred option below:

In-Person | Zoom | Phone or call 952-592-8807

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

Burnsville Office

Phone:
952-592-8807
Mobile:
952-564-5849

Hours

Monday – Thursday 9 a.m. – 5 p.m.

Friday 10 a.m. -4 p.m.