About Us

For more than half-a-century, Rosenbaum Financial, LLC has made service and independent advice the cornerstone of its work. Over the years, our experience has grown to incorporate insurance, investments, estate planning, and business succession planning.

Our managers have over 25 years each of significant experience in their respective fields. Mark Rosenbaum, the firm's managing partner, has more than 30 years of experience.

We pride ourselves in the fact that our combined experience in investments and insurance allows us to be able to analyze when and where products work best to meet our clients' needs. Annuities, insurance and mutual funds all have built-in expenses and long-term costs. Our job is to analyze them and determine which product is most suitable for you given your objective and risk tolerance.

The Rosenbaum Financial Team