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ABOUT Us

Roadstead Capital Partners is a privately held independent financial services practice with an emphasis on providing an unbiased approach to personal financial planning and corporate retirement plan consultation. Our mission is to provide unparalleled advice and service to you and build lasting relationships.

Meeting Between Colleagues

How we can help you

Financial Reports
Wealth management

Holistic Planning

Insurance

Estate Review

Portfolio Management

Calculator
Corporate Retirement

Plan Design

Education

401K Consulting

Watching Stock Market
Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities 

Treasury Notes Variable Annuity

Financial Report
financial planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance Agent
Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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