White Rose Wealth Management

Pete is terrific to work with. Good listener and attends to all your needs
Dec 7th, 2021

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.
Dec 6th, 2021

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
Nov 2nd, 2021

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!
Oct 31st, 2021

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.
Oct 8th, 2021