Shufro Rose

Shufro Rose is a financial services startup that has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years. With a focus on putting clients first, the company has advised the fourth successive generation of various families in making crucial financial decisions. The startup prides itself on its talented team of Wealth Managers and Financial Advisors who deliver highly customized financial solutions to a diverse array of clients. The mission of Shufro Rose is to provide thoughtful financial advice and creative solutions when planning for the future, helping clients manage any surprises along the way. The company emphasizes the importance of understanding what is important to the clients, surrounding them with a strong team, and implementing appropriate investment strategies at each step of the way, allowing clients and their families to focus on the things that matter most. As a finance and wealth management company, Shufro Rose is committed to delivering personalized and comprehensive financial services tailored to the individual needs of its clients. With a history dating back to 1938, the company has established a strong foundation in the industry and continues to serve as a trusted advisor for multiple generations of families.