Jacob I. Rosenberg – Founder & Partner

CPA/PFS, CFP®

Jacob I. Rosenberg has over 30 years of experience as a Certified Public Accountant, Certified Financial Planner™ practitioner and Personal Financial Specialist.

As the leader of our wealth management division, he works with a select group of families and assists them by clarifying their financial issues and partnering with them as they move through the various stages of their lives.

Contact

212.221.1140 x113

Email

FINRA’s BrokerCheck

 

 

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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About

Services

Wealth Management

Resources

Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

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