About Our Firm

Established in 1973 Investment & Retirement Strategies is a financial services firm specializing in investments, insurances and tax preparation. The plans you make today become your resources for tomorrow. Picture yourself 10, 15 or 20 years from now. Your life will be different. Maybe you have a second home or more time to travel. Maybe you're paying for a college education or you're about to launch a business of your own. Maybe it's retirement time. Whatever ... where will the resources come from to help you work toward your next goals?

Investment & Retirement Strategies can help individuals, couples, and small businesses with their planning, investments, retirement, insurances and tax preparation.

Gene "Roz" Rosintoski, LUTCF is the firm's owner, licensed securities representative, insurance agent/broker and IRS Registered Tax Preparer.

Denise Knight is the firm's office manager and has been with the firm since 2008.

Sheila Araya is the firm's office assistant and has been with us since 2010.