Our Financial Services

While developing a customized financial program that is tailored to your individual goals, we will walk you through a step-by-step process that will help make you feel confident in your financial future. This process includes not only professional asset management, but also retirement planning, estate planning, income planning, tax reduction strategies and much more. 

Once your goals have been established, we will customize appropriate strategies to suit your personal financial needs and objectives. We can help you execute a sound financial program utilizing the following services:

Professional Asset Management             

Retirement Planning           Estate Planning

Social Security Guidance   Pension Plan Guidance

Income Planning                 Tax Reduction Strategies    

401k and 403b Rollovers    Tax Sheltered Annuities

When you work with Edward Rosenblatt and the large team of financial professionals at Cetera Advisor Networks, we will put your interests above all else. We are committed to help you achieve your financial success and build a secure financial future. We will provide the following financial services to you:

• Build a customized portfolio to help you achieve your financial goals
• Provide professional and active portfolio management adapting to fluctuating markets
• Provide on-going advice for all aspects of your financial life
• Perform all financial planning tailored to your needs including retirement planning, income planning, estate planning, and tax reduction strategies
• Performance reporting and face-to-face meetings to review your financial situation and goals

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