Welcome to Rosenberg Financial Group

President’s Welcome Message:

At Rosenberg Financial Group, Inc., we have created the Personal Investment Management System that assists us in managing our clients’ money. This disciplined investment approach for retirees and pre-retirees includes an exit strategy when we feel that risk is high. Keeping an eye on the investment landscape for our clients is something we do each and every day.

Following are some important points about our firm:

If you would like to meet us and learn more about our Personal Investment Management System™, click here.

Steve Rosenberg, CFP®, President
Rosenberg Financial Group, Inc.


* Investing involves risk including the potential loss of principal. No investment strategy, such as asset allocation,  can guarantee a profit or protect against loss in periods of declining values.