Rosner Financial Group - Watertown, New York

Address: 120 Washington St #505, Watertown, NY 13601.
Phone: 57758755.
Website: rosnerfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of Rosner Financial Group

☎️57758755

Rosner Financial Group

Rosner Financial Group, located at 120 Washington St #505, Watertown, NY 13601, is a well-established financial planning firm. With a phone number of 57758755, and a website at rosnerfinancial.com, they offer specialized expertise in the field of financial planning.

Their specialties include comprehensive financial planning to help individuals achieve their long-term financial goals. In addition to their core services, Rosner Financial Group is committed to providing a welcoming and accessible environment for all clients. This includes features such as a wheelchair accessible entrance, parking lot, and restroom.

Key Features and Services:

Comprehensive financial planning tailored to individual needs
Investment management and portfolio optimization
Retirement planning and strategies
Estate planning and wealth transfer
Tax planning and minimization strategies

With an average opinion rating of 4.4 out of 5, based on 7 reviews on Google My Business, Rosner Financial Group has established a solid reputation for providing quality financial planning services in the Watertown area. Their commitment to personalized attention and expertise makes them a trusted partner for individuals seeking to secure their financial future.

Address: 120 Washington St #505, Watertown, NY 13601

Phone: 57758755

Website: rosnerfinancial.com

👍 Reviews of Rosner Financial Group

Rosner Financial Group - Watertown, New York

Cammy M.

5/5

My husband and I have partnered with Sam and Mea Rosner of Rosner Financial Group for over 10 years, and have been very pleased with the services they provide.

Both Sam and Mea have been instrumental in helping us achieve our financial goals in preparation for the retirement we are now enjoying. We have always appreciated their approachability, attentiveness and response times, and have remained pleased with their service, even though we no longer live in New York State. When we want to discuss financial options as our life scenarios change, we know they are just a phone call away!

If you are looking for excellent financial advice and timely service, we would recommend that you give Sam and Mea of Rosner Financial Group a call today!

Robin H.

5/5

Mea and Sam Rosner have been my financial advisors since 2007. During this time I have experienced many life and financial changes.
They have always been readily available to me and I believe have always looked out for my interest.
Not only do I have a great business relationship with them, I also consider them my friends.