Michael L. Rosenberg, RFC | Financial Advisor in Livingston ,NJ

293 Eisenhower Pkwy, Suite 255
Livingston, NJ 07039

Your financial future depends on your choices today


About

Since 1981 I have been in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach backed by LPL Financial, the largest independent broker/dealer in the United States. Consistently ranked as one of LPL's top advisor by qualifying for their Chairman's Club, and the author of the book, Retirement Investing, I pride myself not only on the experience and knowledge i bring to the table, but the friendships i have formed over the years with my clients. I believe that working with a financial advisor, shouldn't be "work" but a first class experience.

The vast wealth of data instantly available through an electronic medium like the Internet is truly making ours an information-based economy.

And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.

When it comes to making financial decisions, the information you can find through Internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.

That is what I do for my clients. And it is what I can do for you. If you would like any further information about any financial issue or concern you have, please do not hesitate to call or e-mail me.

28 Years of Experience



General Information
Firm Start Year:   1981
No.of Employees:   More than 5000
States Licensed in:   NJ,NY,PA, FL, SC, CA
Services
Investment Types:   Variable Insurance Products , Managed Asset Accounts , Alternative Investments , Annuities , Mutual Funds


Firm Information
Advisor's Number of Clients:   300
Assets Managed by Advisor:   $40M


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? No client should not invest any money, pay any fee until they are 100% comfortable with who we are and what we do as a firm.
  • What are your qualifications? What is your education background? Graduated from Glassboro State College in 1981 with a BA in business. Started out with a NYC financial planning firm in 1981, joined forces with my father who also was a financial planner and have been an indpendent financial advisor every since. I am an RFC, CSA a Principal with LPL Financial and am a Registered Investment Advisor Associate with LPL
  • What is your approach to financial planning? Client first. Understand the needs and objectives of the client and provide them with options to achieve the stated objective
  • What services do you offer? Comprehensive finanical planning with emphasis on Retirement and Estate Planning
  • How many clients do you currently manage? 100 families
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DISCLOSURE

www.lpl.com/michael.rosenberg


DISCLAIMER

Securities and Investments offered through LPL Financial, member FINRA/SIPC

Michael Rosenberg, RFC, CSA

Michael Rosenberg, RFC, CSA

RIA, RFC