Jon Rosenthal's Contact Details

Jon Rosenthal's Company Details

Rosenthal Financial Services, LLC focuses on Retirement Growth and Income Distribution along with Individual and Small Business Tax Preparation.Our mission is to help individuals and families protect and grow their wealth with planning and guidance that will produce financial independence for their future. Jon Rosenthal has 30 years of experience in the financial services industry focusing on retirement account rollovers and on income tax preparation. With a steady hand, our company has guided clients through good and bad economic times. We have a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth. Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc. Securities offered in the following states: Arizona, Florida, Oregon, Texas and Tennessee. SA Stone Wealth Management, Inc. provides financial products and services and does not provide or supervise tax services. Rosenthal Financial Services, LLC may provide tax services, but these services are separate and apart from SA Stone Wealth Management, Inc.