Financial Services


Financial Services Information

ROSENKILDE & ASSOCIATES has partnered with THE HAVLIK & VARLOTTA GROUP, an office of MetLife

A New Alliance

In an effort to provide a true full-service solution to our clients, we have a strategic alliance with The Havlik & Varlotta Group, An Office of MetLife.  Through this relationship, our clients will have access to industry-leading financial products and services.  Objectivity has always been a core value at Rosenkilde & Associates and our selection of The Havlik & Varlotta Group as our exclusive financial services partner reflects that.  Although their team is MetLife-based, they have the ability to broker various carriers (including but not limited to MetLife), depending on the individual client’s personal needs and situation. 

About the Havlik & Varlotta Group 

The Havlik & Varlotta Group provides financial products and investment services.  The team focuses on retirement and estate planning for individuals, as well as group benefits  and business succession planning for small businesses.  They will help you make informed decisions about the issues that affect your financial well being so that you can achieve your financial goals. 

Our success stems from our ability to asses our client’s current financial position and then deliver state-of-the-art financial solutions, specifically tailored to their individual goals.  Whether its investments, insurance, or estate planning, we are prepared to help.   

We believe strongly in the value of personal service.  Our clients enjoy the one-on-one, personal attention that our team provides, while at the same time benefiting from the high level of financial expertise and oversight that you would expect from a company with the size and strength of MetLife.

 

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI) member FINRA/SIPC, New York, NY 10166. MLIC and MSI are MetLife Companies.

 

Rosenkilde & Associates is not affiliated with MetLife.  Both Companies are independently responsible for the products and services they provide.

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