Bernadette Rosen

Executive Assistant at STRATEGIC FAMILY WEALTH COUNSELORS - Fairfield, NJ, US

Bernadette Rosen's Contact Details
HQ
973-575-3444
Location
Montclair, New Jersey, United States
Company
STRATEGIC FAMILY WEALTH COUNSELORS
Bernadette Rosen's Company Details
STRATEGIC FAMILY WEALTH COUNSELORS logo, STRATEGIC FAMILY WEALTH COUNSELORS contact details

STRATEGIC FAMILY WEALTH COUNSELORS

Fairfield, NJ, US • 5 - 9 Employees
Financial Services

Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Advisor firm that is dedicated to providing comprehensive financial planning and ongoing support to assist our clients on their road to financial success. Each member of our team is driven to not only meeting, but surpassing the needs and expectations of our clientele. We have found that the most important characteristic that people look for when choosing an Investment Advisor is integrity. Our team exhibits a level of integrity and a work ethic reminiscent of the kind of mom and pop businesses that this country was founded on. We operate in the "high-touch", relationship-driven financial services industry and maintain a highly personalized level of service. We help our clients simplify the demands of managing their wealth to enable them to devote time to their business, personal endeavors, and their family. We carefully position our client's assets using a complex, yet easy to understand asset allocation strategy. We also develop and implement unique and comprehensive financial plans to help simplify, consolidate and integrate every aspect of our clients' financial future.

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Details about STRATEGIC FAMILY WEALTH COUNSELORS
Frequently Asked Questions about Bernadette Rosen
Bernadette Rosen currently works for STRATEGIC FAMILY WEALTH COUNSELORS.
Bernadette Rosen's role at STRATEGIC FAMILY WEALTH COUNSELORS is Executive Assistant.
Bernadette Rosen's email address is ***@strategicfamilywealth.com. To view Bernadette Rosen's full email address, please signup to ConnectPlex.
Bernadette Rosen works in the Financial Services industry.
Bernadette Rosen's colleagues at STRATEGIC FAMILY WEALTH COUNSELORS are Steven Smith, Dorothy Ostella, Mike Dwyer, Timothy Boulanger, Joseph Sluck, Mark Bracci and others.
Bernadette Rosen's phone number is 973-575-3444
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