As financial advisors in Livingston, NJ, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
I am Michael Rosenberg, RFC, thank you for taking the time to visit our website. At Diversified Investment Strategies, we take a proactive TEAM approach, through our TEAM BASED MODEL of handling all facets of financial needs. Our approach is designed to help business owners, and high net worth individuals increase their bottom line, through tax reduction strategies, and the realization of potentially lowering operational expenses.
I am Michael Rosenberg, RFC, thank you for taking the time to visit our website. At Diversified Investment Strategies, we take a proactive TEAM approach, through our TEAM BASED MODEL of handling all facets of financial needs. Our approach is designed to help business owners, and high net worth individuals increase their bottom line, through tax reduction strategies, and the realization of potentially lowering operational expenses.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor.
Our holistic approach to financial guidance is built on a foundation of ongoing and open dialogue with you. Working together, we can clearly access your goals and challenges, and develop an appropriate course for your financial future every step of the way. We meet with you to get to know you, so we can assess your current and extended needs, risk tolerance and future goals.
Michael Rosenberg, RFC, Managing Director of Diversified Investment Strategies, LLC has been serving the financial planning needs of the Greater Northern New Jersey for over thirty three years. His commitment to excellence. Stacy Feintuch, Director of Client Services at Diversified Investment Strategies, LLC is a graduate of SUNY Albany with a BA in Psychology.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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