Loni Rose, Financial Advisor located in Chelan, WA

Financial Advisor
Loni Rose

131 S Apple Blossom Dr, Suite 106, Chelan, WA 98816opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Military Professionals & Veterans

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Animal Rescue
  • Gardening

Team Members

  • Cathy Jones
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(509) 682-3018

Fax

(877) 318-2305

Office Address

131 S Apple Blossom Dr
Suite 106
Chelan, WA 98816opens in a new window

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