11810 Grand Park Avenue
In April Rosemarie and Rob had the opportunity to attend a conference in Nashville. Both were presented with awards recognizing them as Woodbury Financial's top performing advisors in financial planning! To cap off the conference they enjoyed a unique experience - spending time in a recording studio with local artists! Congratulations Rosemarie and Rob!
Please join Rosemarie Cohen of Symmetry Financial Partners and Aimee Johnson of Allianz Life Financial Services, LLC, as they bring to you The Women, Money, and Power® Financial Strategies seminar.
*Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC are affiliated companies and are not affiliated with Rosemarie Cohen of Symmetry Financial Partners.
Since 1943 March has been designated as ‘Red Cross Month’, a month to celebrate the mission of delivering humanitarian services to those in crisis. As a valued client at Symmetry Financial Partners, you are probably aware of our motto, "Celebrate Today, Secure Tomorrow." While we aim to achieve this objective for our clients financially, we also realize that our motto applies to many other aspects of life. According to the American Red Cross, every 2 seconds someone in the U.S. needs blood. A single blood donation can save up to 3 lives! If you are able, will you pledge to give blood in the next 60 days to help us contribute to the Red Cross’s mission? Join us in celebrating today and helping to secure someone else’s tomorrow! Click the link below to view our campaign and pledge to give at a location near you!
In December we gathered to celebrate the spirit of the holidays as a team! We had dinner at Ranazul, a local tapas restaurant with a sleek lounge vibe. We enjoyed reminiscing with each other about 2022 and are looking forward to a prosperous 2023 with our clients!
In November Rosemarie and Rob participated in ConnectED, Advisor Group's annual premier educational and networking conference. Here, they learned from keynote speakers, attended educational sessions and networked with other successful advisors.
In September we had the pleasure of hosting a client appreciation event at Windridge Vineyards. Delectable wine and hors d'oeuvre pairings were hand selected and enjoyed by all. We had an amazing time fostering our relationships and connecting on a more personal level with each of our guests. The night concluded with a picturesque sunset over the vineyard - we couldn't have asked for a better way to spend the evening!
August was a month of celebration for Rosemarie and Rob, who were both top producers at Woodbury in 2021! They were invited to the iconic Fairmont Le Chateau Frontenac, in Quebec Canada, to be recognized for their achievements. Rob, Rosie, and her husband Andy spent their time exploring the city, mingling with their peers and sharing best practices to bring home to the team!