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Eric Rosenthal

Vice President + Financial Services Executive

Biography

I am dedicated to making a difference in people’s lives. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Strategies
  • Risk Management Strategies

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck