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With countless Financial Advisors to choose from, we appreciate you taking the time to learn about our practice and how Rosenberg Asset Management can help you. Before opening an account with any individual or institution we make it a requirement to get to know our clients and their financial objectives. When accepting new business we require an in depth interview with all individuals that will be involved in transacting business, this interview can be via phone but preferably in person. This will allow our perspective clients to get a comfortable feel of who they will be working with in the journey of financial planning. Any account reviews or “second opinions” are done on a complimentary basis, we feel we need to earn your business through superior service. Please give us a call to set up an appointment today! (941) 366-8801

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