Integrity and Service. These words can become either a cliché or a mantra. We believe the latter. Serving you with integrity is at the heart of everything we do.
Our commitment to integrity and service started with Arthur Rosenberg in June of 1963. He began his career as a “Customer’s Man”, which was how registered representatives were known at the time. Arthur believes this name captures the focus on customer service required. As a young entrepreneur, he took his new title to heart as the principle of his practice.
This commitment to integrity and service is alive and well in our team and in the partnerships we cultivate with our clients.
Our business is the personal and financial well-being of our clients
Therefore, in the pursuit of your goals, we will conduct ourselves in accordance with the following precepts: