Helping business owners build personal wealth using business assets in a tax friendly manner.

 

Because no single professional can be all things to all people, the partnership of

Rosenzweig and Associates offers you a depth and variety of services to meet your financial needs.

 

Stephen Rosenzweig , CLU, ChFC, AEP brings over three decades of experience in the areas of retirement, estate and insurance planning for both the individual and the business owner.