Rosenberg Financial Group Inc

Information may not be reliable

Presidents Welcome Message:
At Rosenberg Financial Group, Inc., we have created the Personal Investment Management System that assists us in managing our clients money. This disciplined investment approach for retirees and pre-retirees includes an exit strategy when we feel that risk is high. Keeping an eye on the investment landscape for our clients is something we do each and every day.
Following are some important points about our firm:

We are independent: We represent our clients, not a big company, so have no pressure to sell you a product.

We are fee based: Rosenberg Financial Group, Inc. charges a fully disclosed fee to manage your money and provide financial advice.

Money is managed in-house: We have a full time account manager who builds and constantly monitors your portfolio based on your risk profile.

We are flexible: Our Personalized Investment Management System helps us make asset allocation decisions, including going 100% to cash when we feel it is prudent to do so.

We provide personal service: We provide quarterly account reviews for our clients.

We are accessible: When you call our office, a live person answers the phone.

* Investing involves risk including the potential loss of principal. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.