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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Happy Birthday, Craig Platt! Wishing you a fantastic day filled with plenty of reasons to celebrate. We’re so glad to ha...
09/01/2026

Happy Birthday, Craig Platt! Wishing you a fantastic day filled with plenty of reasons to celebrate. We’re so glad to have you on the team.

Happy Birthday, Rebecca Whitney! Wishing you a wonderful day filled with happiness and a year ahead full of success. We ...
08/28/2026

Happy Birthday, Rebecca Whitney! Wishing you a wonderful day filled with happiness and a year ahead full of success.

We are thankful for everything you do.

What a fulfilling morning for the RSA Give team! Our team had the opportunity to volunteer with Kalamazoo Loaves & Fishe...
08/27/2026

What a fulfilling morning for the RSA Give team!

Our team had the opportunity to volunteer with Kalamazoo Loaves & Fishes, helping provide food boxes to 180 local seniors. In addition to volunteering, RSA Give made a donation to support their mission of feeding hungry people and engaging our community in the fight to end hunger.

We’re grateful for the opportunity to support an organization making such a meaningful impact in our community.

Learn more about Kalamazoo Loaves & Fishes and their mission at www.kzoolf.org

Happy Birthday to Rob Hunt! Thank you for being a leader who believes that relationships matter, people come first and ...
08/27/2026

Happy Birthday to Rob Hunt! Thank you for being a leader who believes that relationships matter, people come first and success is built through teamwork.

We hope you have a great day!

Happy Birthday to the guy who keeps us laughing and somehow still manages to get work done in between the jokes! Thanks,...
08/23/2026

Happy Birthday to the guy who keeps us laughing and somehow still manages to get work done in between the jokes!

Thanks, Chris Werme, for bringing your humor, energy and plenty of entertainment to the office. We hope your day is filled with as much laughter as you bring to the rest of us!

08/21/2026

Successful Bring Your Child to Work Day! We loved having the kids join us for a day of exploring and seeing what their parents do!

Who knows their parent the best?!

Excited to join Southwest Michigan First next week for discussions focusing on what it actually takes to attract, develo...
08/20/2026

Excited to join Southwest Michigan First next week for discussions focusing on what it actually takes to attract, develop and keep great people right now.

Justine Dickens will be speaking on how smaller and midsize employers can build creative, competitive packages including the flexibility, culture perks and non-traditional benefits that today's workers are looking for.

We hope to see you there!

Register here: https://www.eventbrite.com/e/business-breakfast-roundtable-competing-for-your-people-registration-1994184790390?aff=oddtdtcreator&utm_content=383662085&utm_medium=social&utm_source=facebook&hss_channel=fbp-1486514741645294

Happy Birthday, Ben Cohen! You make a difference every day with your positivity and work ethic.We hope this year brings ...
08/19/2026

Happy Birthday, Ben Cohen! You make a difference every day with your positivity and work ethic.

We hope this year brings you continued success and happiness. Thank you for all that you do!

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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