How We Stand Out From The Rest
As financial markets become more complex, working with a financial firm you can trust is more important than ever. Individuals and families are busy and often don’t have the time to manage and truly understand their investments, let alone plan ahead for their future retirement. Working with an experienced team of professionals may provide a higher level of confidence as you approach retirement and other milestones in life.
A High Level of Service
At Rosenblatt Advisors, we believe that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. While there are hundreds of thousands of financial advisors out there, we strive to stand out as a firm that truly cares about providing our clients with impeccable service. We always put the needs of our clients ahead of our own, and pride ourselves on our ability to clearly explain financial options to our clients.
A Family Business
We are a family business and understand the importance of insuring your family’s financial future. With decades of experience serving our northern California community, as well as people across the nation, we enjoy working with clients for the long-term and building relationships that span generations.
We have a team of diverse professionals with unique backgrounds and specialized knowledge. As a CERTIFIED FINANCIAL PLANNER™ professional, Jay Rosenblatt specializes in offering comprehensive financial planning through a holistic lens. He is committed to upholding a high level of ethics and responsibilities. As a Certified Public Accountant, Craig Rosenblatt brings a unique perspective to investment management, helping clients ensure their financial strategies are tax-efficient.
We welcome the opportunity to learn more about your financial situation and see if we can be of assistance to you. Call us today for an initial consultation to learn more about our services and how we work.