ROSELINE

The Roseline Group was formed in 2005 by a group of financial professionals with KPMG, including Jim Duty, Beth Bradberry and Jef Flounders. We sought to establish and build a firm that offered a customized and holistic approach to personal financial planning, including tax and investment services. Since then, The Roseline Group has not only grown in the size of our team, but also in the tax, financial planning, and investment solutions we offer... The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals and their families, as well as closely held businesses. With well over 100 years of combined experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic approach to serving clients.

Also known as: Roseline Group, The Roseline Financial Group, LLC, The Roseline Group

Primary location: Richmond United States