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196 Main Street
2nd Floor
Matawan, NJ 07747

Rosenbaum Financial Services

(732) 441-1818

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

Rosenbaum Financial Services is a comprehensive financial services firm committed to helping our clients pursue long-term financial goals. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. We put people on the right path toward their goals. We give all our clients straight talk.

We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a controller for various companies before he decided to open up his own accounting firm. He maintains a close personal relationship with all of his clients and is always available whenever you have a question or concern. He strives to help maximize client’s financial situations while tailoring services to individual needs.

Ralph has been recognized as  Five Star Wealth Manager for the past five years. He is  featured in the January 2017 issue of  New Jersey Monthly. This recognition recognizes Ralph as having tenure in the financial industry as well as having a thorough complaint and regulatory review.   See the video about his honor .https://www.youtube.com/watch?v=Io7V_S5XJOg

Judy has established herself as a perfect fit in the organization. She looks at  financial situations from a woman's perspective. She is a capable individual and see and thinks out of the "box".

We also do bookkeeping that is overseen by accountants. It is not just paying bills and writing checks. It is the proper record keeping of  expenditures that enables the
business owner to run their business. There is no accounting without bookkeeping

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