Rosenbaum Financial Services is a comprehensive financial services firm committed to helping our clients pursue long-term financial goals. Customized programs are designed to seek growth, and potentially conserve our clients' wealth by delivering an unprecedented level of personalized service. We put people on the right path toward their goals.
We give all our clients straight talk. We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a controller for various companies before he decided to open up his own accounting firm.
We give all our clients straight talk. We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a controller for various companies before he decided to open up his own accounting firm.
Services
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Ralph has been a CPA for over 25 years. He became a financial advisor in 1998 in order to help his clients pursue financial security. As a young man growing up in Brooklyn, he learnt about investments from his father. His father was an. Judy Benenati has been in the financial services business for over 20 years.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
