Rosenbaum Financial

Principal Protected Notes

In the aftermath of the recent recession and low interest rates, many of our clients have looked for an alternative to traditional certificates of deposit or bonds for a portion of their assets. Rosenbaum Financial has sponsored a series of Principal Protected Notes to meet this need. These instruments function like other CDs or bonds that return the investors' principal to them at maturity, subject to the credit worthiness of the issuing institution. In this instance, potential returns are linked to various stock market indices' performance. Please see the summary and prospectus for further information.

View the Fact Sheets

Structured Note - March 2010 >>

Bond - July 2009 >>

Certificate of Deposit - October 2008 >>

Core Equity Portfolio

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.