By combining the power of our independence with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, tailored to a local level. Each and every client is all a priority to our firm - regardless of the size of the account.
Using our unique and disciplined approach to investing, we can work with nearly any individual or business to meet their financial needs. In a world where profits have come at the expense of service, Rosenberg Asset Management has stood strong in our mission; provide flawless, uncompromising service, to every client, every day.
Using our unique and disciplined approach to investing, we can work with nearly any individual or business to meet their financial needs. In a world where profits have come at the expense of service, Rosenberg Asset Management has stood strong in our mission; provide flawless, uncompromising service, to every client, every day.
Services
With over 40 years of experience in the financial services industry, Ed Rosenberg has developed a practice based on providing his clients with a high level of professionalism and personal service. From 1984 to 1987 he served as President for Southern Florida Bank. In 1987, Ed entered the securities industry by joining Kidder-Peabody.
Unfortunately we have all come too familiar with the following phone call Thank you for calling XYZ Corporation please enter 1 phone English or 2 for Spanish. Wait 30 seconds. Please enter the last four digits of your social security number. Wait thirty seconds. Elevator music. Wait 10 minutes. Someone from a call center somewhere around the world answers, and by the time you get to ask them a question you get disconnected.
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.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Reviews (2)
Carissa Dressel
Oct 21, 2019
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Michael Sisti
Nov 21, 2013
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In this turbulent time of financial uncertainty, Ed and Bobby Rosenberg are a refreshing resource for answering my questions and keeping me informed about managing my retirement investments. Their knowledge and insights, coupled with their investment model has consistently delivered impressive results. You will not find this level of expertise in a firm that welcomes small accounts.
