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A Team of Professionals

Rosenbaum Financial has been deeply rooted in the Portland community since 1956. We pride ourselves on our ability to identify emerging trends that impact our industry, the global marketplace, and the lives of our clients.

We have a breadth and depth of outside resources, including DiMeo Schneider & Associates, and the law firm of Carr Butterfield, ready to assist with sophisticated and complex planning, investment and tax needs.

Meet Our Team