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Our Services

How We Work

Let us help you gain a better understanding of the financial concepts behind retirement, investing, estate planning, wealth preservation, insurance & college financial planning.

Business Services

Rosner Financial Group is a small business that understands the challenges facing North Country businesses.

We utilize tax-advantaged plans to provide the following services:

  • Retirement Plan Servicing
  • 401K, Simple IRA & SEP IRA Design
  • Proactive Tax Planning
  • Cash Management

Individual Services

Rosner Financial Group's licensed advisors are committed to helping you plan for a secure retirement, including:

  • Financial Planning
  • Investment Portfolio Review
  • Proactive Tax Planning
  • Estate Planning
  • Education Funding Techniques
  • Life Insurance Analysis
  • Disability & Long-Term Care

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  
(315) 775-8755