Broker Check

Rosenbaum Financial Services

Avantax Wealth Management

Products and Services

We provide assistance in the following areas:

Investments*

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Annuities ( Fixed & Variable)
  • 529 College Savings

Financial Services

  • Retirement Plans *
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning *
  • College Plans *
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance

Taxes

  • Minimizing Taxes
  • Maximize Pre Tax Savings
  • Personal Tax Return Preparation
  • Partnership and Corporation Tax Returns Prepared

Accounting

  • Full Service Accounting for Small Businesses
  • Bookkeeping Services
  • Monthly Financial Statements
  • Full Service Payroll and  Complete Payroll Tax filings
  • Sales Tax filings

 

*These services are offered by Ralph Rosenbaum or Judy Benenati  through their affiliation with HD Vest.

   

     



 
 

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