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Irvin W. Rosenzweig, CFP®,ChFC,CLU,CRPS

Rosenzweig & Associates Wealth Management Group, LLC

480 E Swedesford Rd
Ste 120
Wayne, PA 19087
Phone: (610) 627-5921
Fax: (610) 627-5848

Toll-free: (866) 231-3583

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

Considerations: Irvin W. Rosenzweig is a registered Representative of WFG Investments, INC. Rosenzweig & Associates WMG, LLC is a branch office of and Securities offered through WFG Investments, Inc., Member FINRA & SIPC

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.