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120 Washington Street Suite 505 Watertown, NY 13601

(315) 775-8755
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Knowledge ● Experience ● Trust

EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Rosner Financial Group on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

MEET OUR TEAM

Building relationships while providing state-of-the-art service since 2001.

Samuel Rosner

Samuel A Rosner

Investment Advisor Representative

Mea Melberg-Rosner

Mea Melberg-Rosner

Principal, ChFC, CASL

Barb Donaldson

Barb Donaldson

Client Relationship Manager

David Rosenblatt

David Rosenblatt

Director of Investment Strategies

Kimberli Fleck

Kimberli Fleck

Regional Director

Bonnie Beehm

Bonnie Beehm

Insurance Specialist

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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SET UP YOUR COMPLIMENTARY CONSULTATION

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.