White Rose Wealth Management N George St, York
116 N George St Suite B, York, PA 17401
https://www.whiterosewealth.com/
- SaturdayClosed
- SundayClosed
- Monday9AM–5PM
- Tuesday9AM–5PM
- Wednesday9AM–5PM
- Thursday9AM–5PM
- Friday9AM–5PM

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Services
- Estate Planning
- Financial Planning
- Investment Advising
- Tax Planning
- Wealth Management
- Brokerage Account
- Business Administration
- Business Management
- College Planning
- Debt Consolidation
- Disability Insurance
- Employee Stock Options
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Reviews
M
Learning and understanding how to manage investments is often confusing and overwhelming. As financial advisors, working with Aaron and Pete has been a fantastic and comforting experience. They are knowledgeable, patient, good listeners, and supportive in helping me set up my financial future as I look to retirement. Their experience and desire to create a strong and solid financial future for myself has been a high priority. With great confidence, I highly recommend them both and look forward to future dealings with Aaron Trinh and Pete Kelly.
M
We highly recommend Aaron Trinh as a personal financial advisor. He is knowledgeable, trustworthy, and shows dedication in helping us with investment decisions. Aaron took the time to get to know us to gain an understanding of our financial goals. He is very personable, responsive, and available to answer any questions or concerns. He strategically developed a financial plan for our future. We are confident that with his guidance we are on the right path to realizing our financial goals.
J
I have worked with Aaron Trinh as my Financial Advisor these last few years in the planning and execution of my retirement. His knowledge, trustworthiness, and dedication made my transition to retirement very easy. I have very much appreciated how he explains things to me and is very timely in processing all the necessary paperwork. I especially enjoy his personal professionalism and always hearing about his family. I highly recommend using Aaron as your Financial Advisor and look forward to working with him for many years to come. Jane Teuber
M
I have been working with Aaron Trinh for the past few years. Aaron had contacted me to review my life insurance that I currently had through Prudential. I couldn't remember the last time an agent had contacted me so I was very excited to see what Aaron had to discuss. I had advised Aaron that I was planning on retiring in the near future. Aaron was so helpful and guided me through the process of updating my life insurance to also cover long term care insurance. Aaron has also made retiring so easy to include assisting with completing forms and various other items. Aaron is very professional, personable and of course very helpful and knowledgeable. I am so happy Aaron contacted me and he has made my life less stressful. Thank you, Marilyn Martin
C
We have been working with Aaron Trinh as our Financial Advisor for several years. He is incredible! He is very knowledgeable and is able to explain things so that we can understand. He is very patient and informative, and looks out for our best interests. We look forward to working with Aaron for many years.
R
The White Rose team was very knowledgeable, professional, and provided responses in a timely manner. We are much more educated about our financial future now after our meetings with Pete and Aaron. We would highly recommend them to anyone in need of professional advice and services regarding your financial position and financial future.
R
I recently switched jobs and was unsure of what to do with my 401k. I talked to Aaron and his team at White Rose Wealth Management and they were easy to work with and they helped me set up my own retirement account. They were professional and very helpful, highly recommend!
D
Very professional company! I feel like Aaron and Pete care about me as a person, not just as a number. I’m not afraid to ask questions and know they will respond quickly. Highly recommend working with White Rose Wealth Management!
M
I have worked with Pete for over 5 years. His honesty and trustworthiness have enabled me to be at ease with my investments knowing they are in good hands. Above all he is great to work with.
M
Pete is terrific to work with. Good listener and attends to all your needs
Personal loan Providers Nearby in York
FAQs
1. How Can I Get In Touch With White Rose Wealth Management?
In order to get in touch with them for loans, you can making a call by (717) 747-1668, or you can direclty find yourself online loans. If you need any loans like guaranteed personal loans, you can hit here, which will be quicker.3. What Kind Of Services Can I Get from White Rose Wealth Management?
White Rose Wealth Management also provide these services shown as '- Estate planning
- Financial planning
- Investment advising
- Tax planning
- Wealth management
5. Is White Rose Wealth Management an Agency? Or a Lender?
White Rose Wealth Management is a Financial planner. Or you can directly find CocoLoan, which is a loan broker, can assist you in connecting with 100+ lenders to get multiple loan options like installment loans online with quick funds.
2. What's The Address Of White Rose Wealth Management?
White Rose Wealth Management is located at 116 N George St Suite B, York, PA 17401. If you wan to visit them on the spot, use the map to discover a way to get there.4. How Can I Secure a Loan at White Rose Wealth Management?
The fastest method is to complete their online form on their website. For your need of payday advance loans from the Internet, simply visit our website to discover more details.6. What Am I Supposed To Do I Cannot Repay The Loan On Time?
The best way is to discuss with your lender at first and deal with the issues for both parties.7. Can White Rose Wealth Management Provide Title Loans?
Sure. You can get car title loans from CocoLoan.