Our Approach
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Individual
Management
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Equity Portfolio
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Individual Management

It is very important for you to determine whether you are taking the appropriate risk for your investment goals - and that you are properly diversified.


We use a broad range of resources for investment management including:

Tools

All of our investment professionals have, at a minimum, the FINRA Series 7 license.

Core Equity Portfolio
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Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Additional products and services may be available through Rosenbaum Financial, LLC that are not offered by AIC. 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.

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