Broker Check
(561) 883-5569
rfs@rfsny.com
Login



Our Mission

Is to help our clients attain financial peace of mind by providing creative solutions. Our philosophy of exceeding expectations drives our talented team of professionals in providing a first class service experience resulting in long term client loyalty.

SERVICES

1

Business Planning

You have worked hard to build your business…

2

Estate Planning

Have you considered how your estate will be distributed?

3

Insurance Planning

Insurance plans can cover a variety of situations…

4

Qualified Plans

As a business owner, have your plans been reviewed...

5

Retirement Planning

Retirement planning can seem like a maze.

6

Wealth Management

Evaluating your risk tolerance, the fees you are paying...

Who We Work With

Affluent

Learn more

Business Owners

Learn more

Healthcare
Professionals

Learn more

Professionals

Learn more
Mickey's Book, Regenerating Success

Mickey's Book, Regenerating Success

Creating the Ultimate Achievement


Interested in Regenerating Success?

Thank you!
Oops!

Our Senior Team

Michael E. Rosenzweig CLU®, ChFC®, AEP®

Stuart A. Appel, CLU®, LUTCF®

Michelle Boyce

Mark H. Ehrenreich, CLU®, ChFC®, REBC®, RHU®

Johanna Quinteros

Let's Talk
Tell Us How We Can Help You Today

Thank you!
Oops!