Founded in 2002 by David Rosner, Rosner Financial Group is an independent financial services firm dedicated to providing focused, collaborative, and ongoing guidance to help clients achieve their financial goals. The firm specializes in comprehensive financial planning, investment management, retirement planning, and insurance solutions. It operates as a member firm of Kestra Financial Private Wealth Services, utilizing the regulatory and investment platforms of Kestra Investment Services, LLC and Kestra Advisory Services, LLC to serve its clients.

Founded in

United States