Financial Planning & Investments
Rosenberg Rich Baker Berman & Company is able to provide individualized financial planning and investment services through our relationship with RRBB Financial Resources, LLC. RRBB Financial Resources is a financial planning and investment advisory firm developed with one goal in mind, to help our clients achieve financial success. Key members of the financial planning team are affiliated as investment advisor representatives with Linsco/Private Ledger, a registered investment advisor. Our investment advisor representatives are also affiliated with Charles Schwab Institutional and can actively manage securities accounts investing and trading in stocks, bonds, and other securites through individualized accounts clearing through Charles Schwab & Co. It is through these investment advisors that a financial plan is developed with your goals in mind.
Through Linsco/Private Ledger (LPL) and Charles Schwab & Co. , RRBB Financial Resources is able to provide investment, insurance and benefit options to our clients. Your advisors will provide you with the level of service that you personally demand. They will assist you in the monitoring of your financial performance and hold regularly scheduled meetings to discuss past performance, expectations for the future and any changes in your goals and objectives.
RRBB Financial Resources is also affiliated with major investment firms including Merrill Lynch, UBS Securities, Wells Fargo Advisors, J. P. Morgan Chase, Morgan Stanley Smith Barney, and Stifel Nicolaus. Our investment advisor representatives can work directly with investment representatives of these Firms on accounts maintained at the major investment firm.
For more information contact Carl S. Schwartz or Marsha L. Baldinger