RosenbaumFinancial

Rosenbaum Financial Named #1 at AIC Again

Rosenbaum Financial, LLC has been named 2010 Ameritas Investment Corp. (AIC) award winner for Registered Investment Advisor Total Asset Leader. Rosenbaum Financial earned this award by having more assets under its management than any other of their 1,500 advisors. This is the second consecutive year that Rosenbaum Financial has won this award.

Mark Rosenbaum's Article on Year End Charitable Planning Highlighted in the Jewish Review

Mark Rosenbaum's article on year end charitable planning, "As year ends, philanthropists thoughts turn to giving," was featured on page A15 in the November 1, 2010 edition of the Jewish Review. The article briefly examines various gifting techniques including cash gifts, charitable gift annuities, gifts of life insurance, and charitable lead annuity trusts.

Read the article here.

Kim Rosenberg Visits Haiti

Kim Rosenberg was featured in the July 30, 2010 issue of the Jewish Review.

“The JDC partnered with Magen David Adom and a hospital in Port-au-Prince (Haiti) to develop a comprehensive rehabilitation program for amputees because, unfortunately, Israel is so good at this through its wars and terrorism,” said Portlander Kim Rosenberg on her return from Haiti.

Read the article here.

Rosenbaum Financial Named #1 at AIC

Rosenbaum Financial, LLC has been named 2009 Ameritas Investment Corp. (AIC) award winner for Registered Investment Advisor Total Asset Leader. Rosenbaum Financial earned this award by having more assets under its management than any other of their 1,500 advisors. You can view the press release here.

Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Licensed for insurance sales in CA, CO, DC, HI, ID, MD, OR, TX and WA. Licensed for securities sales in AR, CA, CO, DC, HI, ID, IL, OR, TX and WA. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available. As with any security, request a prospectus from your representative. Read it careully before you invest or send money.