Had a meeting with John and it went well. He told us he would contact us “next week,and meet for a steak dinner “. That was over a month ago. Never heard from him again. Glad I did not trust him with my finances.... More

Had a meeting with John and it went well. He told us he would contact us “next week,and meet for a steak dinner “. That was over a month ago. Never heard from him again. Glad I did not trust him with my finances. Less

John made me feel instantly comfortable. I knew I was making the right financial decision for my future. He sets the tone that makes you feel right at home and walks you through each step so you know exactly what you're doing. I even sent my own parents to him. Thank you John for treating your customers like family.... More

John made me feel instantly comfortable. I knew I was making the right financial decision for my future. He sets the tone that makes you feel right at home and walks you through each step so you know exactly what you're doing. I even sent my own parents to him. Thank you John for treating your customers like family. Less

Rose Retirement has a friendly and helpful staff that we look forward to in the coming years.

We were needing retirement and financial advice leading up to our retirement phase of our lives. We really only were interested in someone local in our community. We seen an ad about a retirement and financial training seminar in our town of Longview. John Merkle from Rose Retirement was putting it on. We almost didn’t go thinking it was going to just be “ another one of those things”. Well, we w... More

We were needing retirement and financial advice leading up to our retirement phase of our lives. We really only were interested in someone local in our community. We seen an ad about a retirement and financial training seminar in our town of Longview. John Merkle from Rose Retirement was putting it on. We almost didn’t go thinking it was going to just be “ another one of those things”. Well, we went and were so impressed with John’s knowledge, humbled demeanor, and family, and amount of information we learned that we later called and set up a meeting with him. As they say, the rest is history. We highly recommend there services. They now also offer other services in Rose Retirement that can help you combine and save time, money, and hassle. JUST GO! Thank You Rose Retirement. Murray & Diane B. Less

John takes such excellent care of his clients! We love you!

Having peace about the future is SO important no matter what stage of life you are in. We found good options at Rose Retirement and John was careful to listen and look for what was best in our situation. Definitely recommend their services!... More

Having peace about the future is SO important no matter what stage of life you are in. We found good options at Rose Retirement and John was careful to listen and look for what was best in our situation. Definitely recommend their services! Less

Mark is a great investment manager with your short and long term advice and commitment to help you become wealthy in your retirement. I would encourage anyone to meet with Mark and get to know all the options his company has to offer,you can't go wrong.... More

Mark is a great investment manager with your short and long term advice and commitment to help you become wealthy in your retirement. I would encourage anyone to meet with Mark and get to know all the options his company has to offer,you can't go wrong. Less

Thanks for the wonderful meal tonight and for the opportunity to be a part of your financial company. We are excited about the future of Rose Retirement!... More

Thanks for the wonderful meal tonight and for the opportunity to be a part of your financial company. We are excited about the future of Rose Retirement! Less

Thank you, John, for your honesty and genuine interest in helping us plan our future.

I think Rose Retirement is the best place to get honest advice and tax free retirement. I am in!