What initially brought me to RoseMark Advisors was AMAC (Association of Mature American Citizens) which aligns with my conservative values and beliefs. For over ten years, Frank Kestler has advised us on ways to avoid paying taxes and to leave more to my children instead of letting politicians decide where my savings should be spent. RoseMark Advisors has never wavered from looking out for our financial future. From life insurance to annuities, Frank and RoseMark are leading us to a comfortable retirement. And this year, we’re blessed to be able to help two of our adult children purchase homes—something that wouldn’t have been possible until after our passing, if not for Frank’s sound planning. Frank also introduced us to an AMAC-trusted partner who helped us establish a trust, a resource I hadn’t even known was available. Most recently, I’ve taken steps to prepare my wife and daughter—my estate’s Executors—for the future, and Frank has offered to walk them through the details of every investment, ensuring clarity and confidence when the time comes. Frank isn’t just our financial advisor—he’s a true partner to me and my family. I wholeheartedly recommend RoseMark Advisors to every AMAC member looking for guidance rooted in integrity, personal service, and shared values.

Mark F.

I’ve been an AMAC member for several years, and one day I spotted an ad for RoseMark Advisors in the magazine. It caught my attention because I was in the market for a term life insurance policy—not exactly a simple task for a 71-year-old man. I had already run into poor customer service and sky-high quotes from other carriers and brokers, and I wasn’t feeling optimistic. Then I called Ashley Morrone at RoseMark, and everything changed. From start to finish, Ashley was a total professional. She answered all of my numerous questions, was always pleasant, and—something that really stood out—she actually returned my phone calls and emails promptly. That’s a rare thing these days! In the end, she secured a term policy with a top-rated carrier at a great rate, and the entire process took less than three weeks. For me and my wife, this brought real peace of mind—knowing we have the right coverage in place, without the hassle or stress I’d experienced elsewhere. Working with Ashley was a tremendous pleasure, and I can’t recommend her or AMAC highly enough. In my book, Ashley is the best.

Paul S.

We first reached out to RoseMark Advisors because of the outstanding service we’ve consistently received through other AMAC programs. Every experience we’ve had has been marked by professionalism, integrity, and a commitment to doing what’s best for us—not just offering one-size-fits-all solutions. RoseMark was no exception. Ashley and Matt at RoseMark continued that tradition of excellence. They took the time to fully understand our unique situation and goals for investing and retirement. Their recommendations weren’t generic—they were tailored to us, with thoughtful consideration given to long-term goals and tax implications. Even better, they explained everything in a way that was easy to understand, never making us feel rushed or pressured. What stood out most was their focus on empowering us with options, not pushing us in a particular direction. With their help, we moved from a place of uncertainty to genuine confidence as we step into the next chapter of our lives. After spending time with Ashley, Matt, and others at RoseMark, the choice was clear—it was a no-brainer. We're incredibly grateful for their guidance and highly recommend them to anyone serious about aligning their financial future with trusted, personalized advice.

Stan and Jodi Sostrom