Rose Street Advisors

Rose Street Advisors Helping individuals, families and companies plan for a bright future. We are experts in employee ben Rose Street Advisors is independently owned and operated.

At Rose Street Advisors, our team of experts is dedicated to helping people plan for and maintain a bright future. We work hand-in-hand with our clients—business owners and their leadership team, affluent families and high-income professionals—to reach their financial goals all under one roof. Disclosures
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Reg

istered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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Cheers to another year with Justine Dickens!Thank you for your contributions, dedication, and all you do to support our ...
06/24/2026

Cheers to another year with Justine Dickens!

Thank you for your contributions, dedication, and all you do to support our clients and team. Congratulations on your work anniversary.

When it comes to improving retirement plan outcomes, sometimes the most impactful changes are also the simplest. Automat...
06/23/2026

When it comes to improving retirement plan outcomes, sometimes the most impactful changes are also the simplest. Automatic enrollment and automatic escalation have become cornerstone plan design features because they help employees overcome inertia and make meaningful progress toward retirement readiness.

Read the full article to see how automatic features can help transform participation into progress.

For many plan sponsors, the question is no longer whether to implement automatic features, it’s how to do it well. With the continued evolution of legislation like SECURE 2.0 and a growing focus on participant outcomes, auto-enrollment and auto-escalation have become foundational plan design tools...

Happy Birthday to Lily Rozeveld! Thank you for all you do. We hope you have a fantastic day celebrating.
06/18/2026

Happy Birthday to Lily Rozeveld!

Thank you for all you do. We hope you have a fantastic day celebrating.

Happy Birthday, Justine Dickens! Wishing you a wonderful day and a year filled with happiness, success and celebration.
06/15/2026

Happy Birthday, Justine Dickens!

Wishing you a wonderful day and a year filled with happiness, success and celebration.

Happy Work Anniversary, Christine Kuppler!Thank you for your dedication, hard work and the positive impact you make ever...
06/12/2026

Happy Work Anniversary, Christine Kuppler!

Thank you for your dedication, hard work and the positive impact you make every day. We're grateful to have you on our team and look forward to many more years ahead.

06/11/2026

We're proud to welcome our newest Chamber member, Rose Street Advisors! Thank you for investing in our local business community. We look forward to building connections, creating opportunities, and growing together. Welcome aboard!

Today, we're celebrating Scott Higgins and thanking him for his dedication, hard work and commitment to serving our clie...
06/11/2026

Today, we're celebrating Scott Higgins and thanking him for his dedication, hard work and commitment to serving our clients and team. We appreciate all you've contributed and are grateful to have you as part of Rose Street Advisors.

Address

244 N Rose Street
Kalamazoo, MI
49007

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30am

Telephone

+12695523200

Website

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