Rosenberg Asset Management

Rosenberg Asset Management Rosenberg Asset Management is a full-service financial firm committed to helping
people pursue their financial goals.

We offer a wide range of financial products
and services to individuals and business owners Rosenberg Asset Management is an independent firm with securities offered
through Summit Brokerage Services, Inc., Member FINRA, www.finra.org, SIPC, SIPC.org

Advisory Services Offered through Summit Financial Group, INC., A Registered Investment Advisor.The opinions voiced in this material are for gener

al information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Third-party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. The Representative associated with this site is registered to conduct business in the following states: AZ, CA, CT, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OR, PA, RI, and VA. To 'Like', 'Share' or 'Follow' this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual.

01/20/2025

President Biden, America thanks you for your service!

President Trump, America stands behind you and wishes you all the success in the world!

God Bless America!

01/09/2025

Please be advised today 1/9/2025 out of respect for the late President Carter the US stock markets will be closed.

Health-care coverage (including Medicare) typically does not cover extended medical care.
10/25/2024

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
10/23/2024

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Your   may impact what you pay for auto and home  .
10/21/2024

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

Do you know how long it may take for your investments to double in value?
10/18/2024

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retirement may change your perception of investment risk.
10/16/2024

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Saving for college doesn’t have to be as complicated as college itself.
10/14/2024

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Protecting you or your company from a civil claim may require an   coverage you have never heard of.
10/11/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/09/2024

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/07/2024

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indic...
10/07/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

Address

1219 S East Avenue Ste 306
Sarasota, FL
34239

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19413668801

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