The Rosenberg Group

Birmingham Office
Phone: (248) 594-9959
Fax: (248) 594-4329
Email Us
Baird
300 Park St
Suite 240
Birmingham, MI 48009
Map/Directions

What You Need Is What We Do


Every client’s financial goals, situation and personal investment preferences are unique. It is our job to truly understand who you are and what you want for your assets. As financial advisors, we have access to a vast pool of resources to design and implement a customized solution for your specific needs.

Investment Management

• Portfolio management

• Comprehensive advisory solutions

• Brokerage services

• Alternative investments

• Cash management

Estate & Financial Planning

• Retirement planning

• Education planning

• Tax planning

• Wealth transfer

• Charitable giving

Risk & Liability Management

• Insurance planning

• Income protection strategies

• UITs

• Lending services

Business & Executive Services

• 401(k) and profit sharing plans

• Restricted stock services

• M&A advisory

• Equity/bond offerings

• Buy/Sell agreement funding

• Key person insurance

    





 


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The Rosenberg Group Expands Its Second-Opinion Service

When was the last time you or someone you care about got a second opinion about your financial health? We're here to help.

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