Broker Check

WELCOME TO ROSEN FINANCIAL

 

Rosen Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help manage and preserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.  We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

3 Retirement Pitfalls and How To Avoid Them

3 Retirement Pitfalls and How To Avoid Them

In this article, Mr. Rosen highlights the risks that can affect your retirement plan and how to prepare and mitigate these risks through a comprehensive financial plan.

"Never before have American retirees faced such monumental risks when planning for retirement. Our extended life expectancy (commonly referred to as “longevity”) coupled with market volatility, sky-rocketing health care costs in retirement, and the inevitability of taxes and inflation have led many to wonder if they have enough funds set aside to last through their retirement...."

Click Here To Read The Article

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Families

Protecting your loved ones should be an important part of your financial goal. Through proper insurance, investments, and estate planning,  you can help your family to be more financial secure should the unexpected happen. 

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Women

Women face specific and unique challenges when it comes to investing and financial planning. Rosen Financial carefully takes these concerns into account when working with women who are looking to develop a well-rounded financial plan.

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Medical Professionals

With several family members in the medical field, Bradley J. Rosen has a deep understanding of the issues and challenges of working in the medical profession and can develop a plan to properly manage your risk, preserve your assets, and prepare you for retirement.

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