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About Us

Since 1979, RFS continues to build a team of diverse and experienced advisors that are committed to exceeding client expectations, by delivering more than they promise.

We bring together the key resources you need to make your financial plan work for you:

  • Our Seasoned Team of Professionals share a commitment to integrity, continuing education, and exceptional service. 
     
  • Our Broad Range of Specialized Services address virtually all of your planning needs. In our desire to bring the best resources to our clients we offer strong internal and external capabilities. Internally, Mickey Rosenzweig, the founder, heads the advanced underwriting and estate planning team, Mark Ehrenreich leads our Employee Benefits department and Stuart Appel offers expertise in Life Insurance, Disability, Long Term Care insurance and Annuities. Andy Siegel, President of Penn Pension Center heads up the pension design, installation and administration company for any type of qualified plan design. Externally, our joint venture with Roosevelt Investment Group, a 2nd generation firm, allows us to offer financial planning capabilities and strong investment management. In addition, our strategic relationship with Alliance Brokerage, a 3rd generation Property Casualty firm allows us the ability to offer clients the full array of business and personal property casualty needs. Additionally, our relationships with seasoned attorneys, CPA's, bank lending officers, trust departments and family offices give us the ability to offer a broad array of planning capabilities. When we align with other organizations and or professionals we first do our due diligence to be sure we are comfortable they share some of the same values we have.
     
  • Our Step-by-Step Planning Process uncovers your unique needs and develops a plan that is designed specifically for you. From a young professional or new business owner just beginning their career, to the individual wanting to transfer assets in the most tax efficient manner at the end of their career, the professionals at RFS are committed to being a resource throughout this journey. For our business and corporate clients we offer the ability to work in a collaborative effort with other professionals to streamline the efforts for the business and try to secure the best possible results.
     
  • Our Ongoing Monitoring Process keeps you abreast of current market trends and changes in your financial needs. Creating a plan is the easy part. Reviewing changes in tax law, product designs and family and company objectives necessitates the need for ongoing review and potential modifications. The RFS team stands committed to this. With our firm being paperless which was an initiative that we stated many years ago we have information on clients available anywhere which makes it easy to be responsive in a very timely fashion.

          Our founder, Mickey Rosenzweig, has instilled the importance of pursuing                      knowledge and professional credentials. He is currently the immediate past                    chairman of the foundation board of the The American College and currently                  serves as Co-chair of their capital campaign

  • Our Commitment to Continuing Education and Knowledge - We draw on over 100 years of experience and continued commitment to advanced education through institutions like the American College utilizing the skills learned in gaining designations like CLU, ChFC, AEP, RHU, REBC, RICP, MSFS, LUTCF, CFP, CFA, MBA, etc.