The Roseline Financial Group

  • Financial Services
  • Richmond VA
  • 19 employees
  • Financial Services
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Company Overview

Headquarters
140 Virginia St Suite 300, Richmond VA
Website
theroselinegroup.com
Phone
(804) 545-7440
Employees
19
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$3B

Total Funding Amount

$150,000M

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Who is The Roseline Financial Group

The Roseline Financial Group is a professional services firm based in Richmond, Virginia. The company employs 19 people and generates approximately $3 million in annual revenue. The Roseline Group offers a range of financial services, including tax preparation and planning, investment management and consulting, and financial planning. Their clientele includes individuals, families, and closely held businesses. The firm prides itself on its extensive experience, boasting over 100 years of combined expertise in the financial services industry. This wealth of knowledge allows them to provide a comprehensive and tailored approach to meeting their clients' needs. For more information about The Roseline Financial Group and their services, please visit their website at theroselinegroup.com.

Company Leadership

Kevin Klein

Partner

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Jef Flounders

Partner/Co-Founder

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Ryan Thompson

Partner

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Beth Bradberry

Partner/Co-Founder

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The Roseline Financial Group Industry Tags

Tax Preparation
Investment Management
Financial Planning
Accounting
High Net Worth Individuals
Individual Tax
Business Tax
Wealth Management
Trusts & Estates
Financial Services
Financial Advisory Services
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The Roseline Financial Group Tech Stack

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Companies Similar to The Roseline Financial Group

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3M 14 Colchester, VT
3M 406 Melbourne, FL 1998
3M 1,275 Atlanta, GA 1974
3M 4 Greenwood, IN 2005
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FAQ

What is the location of The Roseline Financial Group's headquarters?
The headquarters of The Roseline Financial Group are situated at 140 Virginia St Suite 300, Richmond VA
What is The Roseline Financial Group's phone number?
The Roseline Financial Group's contact number is (804) 545-7440.
What is The Roseline Financial Group's official website?
The official website of The Roseline Financial Group can be found at theroselinegroup.com.
What is The Roseline Financial Group's current revenue?
As of December 2015, The Roseline Financial Group's annual revenue reached $3B.
How many employees does The Roseline Financial Group currently have?
The Roseline Financial Group employs approximately 19+ people as of December 2015
Which industries is The Roseline Financial Group primarily operating in?
The Roseline Financial Group operates in the following industries: Finance, Credit
Who is the Partner of The Roseline Financial Group?
The Roseline Financial Group's Partner is Kevin Klein
What are The Roseline Financial Group's industry tags?
The Roseline Financial Group's industry tags include: Tax Preparation, Investment Management, Financial Planning
What is The Roseline Financial Group's total funding to date?
The Roseline Financial Group has secured $150,000M as of December 2015
When was The Roseline Financial Group founded?
The Roseline Financial Group was founded in 2005.

Employee Directory

Key Employees

Jim Duty

Owner

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