Rosenbaum Financial Services

Rosenbaum Financial Services

2 employees

About this pro

Rosenbaum Financial Services is a comprehensive financial services firm committed to helping our clients pursue long-term financial goals. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. We put people on the right path toward their goals. We give all our clients straight talk.

We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a controller for various companies before he decided to open up his own accounting firm. He maintains a close personal relationship with all of his clients and is always available whenever you have a question or concern. He strives to help maximize client’s financial situations while tailoring services to individual needs.

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Matawan, NJ 07747
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What is your typical process for working with a new customer?

Speaking and meeting with them seeing what they require

What education and/or training do you have that relates to your work?

Certified Public Accountant

Registered Invesment Advisor

Personal Financial Specialist (PFS)

Masters in Business Administartion (MBA)

been doing accounting, tax preparation and finacail planning since 1998

Do you have a standard pricing system for your services? If so, please share the details here.

Prices depend on the work involoved

Services offered