Jon Rosenthal

Whether you are a man or a woman, young or old, you’ve worked hard for your money … and everyone has different goals when it comes to investing. At Rosenthal Financial Services, we are well aware that each person or couple have very different approaches and comfort levels when it comes to accumulating wealth and reaching financial independence for the future. That’s why we take the time to learn what your milestones and goals are and help you figure out plans (that you are comfortable with) to help you accomplish your goals.

Jon Rosenthal has over 30 years of experience in the financial services industry focusing on retirement accounts, non-retirement accounts and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. He has a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.