Rosenbaum Financial Services

At Rosenbaum Financial Services, we are dedicated to helping you achieve your long-term financial goals. Our team of experienced professionals, led by Ralph, have been providing comprehensive financial services for over twenty years. We take pride in our commitment to delivering personalized service tailored to your unique needs and goals.

Our Mission Statement

Our mission is to provide holistic financial strategies that cater to your individual needs. We understand that every client is different, and we strive to offer solutions that address your specific financial circumstances. Whether you're looking to grow your wealth, conserve your assets, or simply better understand your financial situation, we are here to help.

Meet Our Team

Our team is led by Ralph, a seasoned financial professional with over two decades of experience in accounting and taxation. Ralph has been recognized as a Five Star Wealth Manager for the past five years and has been featured in the January 2020 issue of New Jersey Monthly. He is dedicated to maintaining close personal relationships with all of his clients and is always available to answer any questions or concerns you may have.

Judy, our client-centered professional, brings a unique perspective to financial situations. She is capable, forward-thinking, and always ready to look outside the box for innovative solutions. Together, we offer a comprehensive approach to financial planning that addresses all aspects of your financial life.

Our Services

At Rosenbaum Financial Services, we offer a wide range of services designed to help you achieve financial stability and success. These include:

• Tax Planning and Preparation: Our team of experienced tax professionals will work with you to maximize your tax savings and ensure compliance with all tax laws and regulations.
• Investment Planning: We can help you create an investment strategy that aligns with your financial goals and risk tolerance.
• Estate Planning: Our team can assist you in planning for the future by creating a comprehensive estate plan that addresses your specific needs and objectives.
• Insurance Planning: We can help you navigate the complex world of insurance options and create a plan that provides the protection you need.
• Retirement Planning: Whether you're just starting to plan for retirement or are nearing the end of your working years, we can help you create a strategy that ensures a secure financial future.
• Bookkeeping Services: Our team can assist you with all aspects of bookkeeping, from paying bills and writing checks to maintaining accurate financial records.

Useful Links and Resources

We believe in staying informed and up-to-date on the latest financial trends and developments. That's why we offer a variety of useful links and resources to help you better understand your financial situation and make informed decisions about your money.

Blog

Our blog is a valuable resource for anyone looking to gain a deeper understanding of personal finance, investing, and wealth management. Here, you'll find articles on a wide range of topics, from retirement planning and estate management to investment strategies and tax planning.

Glossary

If you're new to the world of finance, navigating the complex terminology can be overwhelming. That's why we've created a comprehensive glossary of financial terms to help you better understand the language of finance.

Tax Resources

Taxes can be confusing, but they don't have to be. Our tax resources section provides valuable information on tax planning, preparation, and compliance, as well as insights into the latest tax laws and regulations.

Client Login

At Rosenbaum Financial Services, we believe in transparency and accessibility. That's why we offer a secure client login portal where you can access your financial information and documents at any time.