EXCELLENT  
  
 Based on 14 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Johnny Frazier 
 
September 22, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Rose provides educational opportunities free of charge to our East Texas community.  In addition, they will follow-up with you and help you establish a financial strategy that fits your individual needs. They are both professional and kind throughout the entire process.
JA Frazier, Marshall, TX
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Jim Parker 
 
September 12, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
These guys have been ABSOLUTELY GREAT to work with!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Mindy Lewellen 
 
December 6, 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Wonderful ownership and staff. Client care is a top priority and they are passionate about ensuring they remain informed and experts in financial management.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Vinnay Verma 
 
December 5, 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Had wonderful time at the party hosted by Rose Retirement Financial. My wife and I enjoyed meeting other people, Thank you all the hard working staff.
Regards & With Love
Vinnay & Pauline
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Angela Tweedie 
 
November 16, 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
John Merkel was the best at helping my husband, Doug and I make very a important decision with moving our Self Directive IRA. to a Fixed Income Annuity. We now have a "peace of mind" we will not outlive our retirement and we'll have a steady monthly income along with our SS. Thank you John for your honesty, integrity, and kindness throughout this process!  Also, we want to say thank you to Andy and his Rose Retirement Team...y'all are great!  :)
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Jeff Adams 
 
November 1, 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Just wanted to say thank you, John. I was losing money hand over fist in my 401K with Edward Jones. Seems I was just another monthly paycheck to my so-called advisor. Not so with John Merkle. With his guidance we have been able to recover our losses and have piece-of-mind again. I highly recommend this firm to anyone starting to plan for their future or just trying to build on and keep what you have. Rose Retirement. Good caring people. 👍🏼
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Karen Roesler Nelson 
 
October 25, 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
John and everyone at Rose Financial are so great! They will explain how everything works in terms I can understand.
Great company!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 nevilee Cooper 
 
October 18, 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Always attentive and informative.  Always has our future in mind
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Rachel Barber 
 
October 18, 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Pam Williams 
 
October 17, 2023
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been extremely satisfied with Rose Retirement.  John Merkel takes time to make sure you understand your investments.  In a world that is so unsure, why not make the safe bet?  I no longer have to worry if I will have money left when I need it.  Thank you Rose Retirement!!
  
 
  
 
 
 
   
 
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