Aaron Trinh, Jim Tollinger, and Doug Holtzapple, offer investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255.
White Rose Wealth Management, LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Pruco entity. Aaron Trinh, Doug Holtzapple, Jim Tollinger, nor White Rose Wealth Management, LLC do not render tax or legal advice. You should consult with your own advisors regarding your particular situation.
White Rose Wealth Management, LLC does business in the following states:
Securities: PA, NJ, MD, MI, FL, CA, AK, SC, GA, MI, OH, DE
Life Insurance: PA, DE, FL
Variable Life Insurance: PA, DE, FL
Property and Casualty: PA,
Mutual Funds: PA, NJ, MD, MI, FL, CA, AK, SC, GA, MI, OH, DE
Fixed Annuities: PA, DE, FL
Variable Annuities: PA, DE, FL
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