David Rosenthal - Private Wealth Advisor, Ameriprise Financial Services, LLC
About us
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Severna Park, MD area, David Rosenthal will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
More info available at FINRA's BrokerCheck website
Associations | CFP, MBA |
Languages | English |
Specialties | Retirement Income Strategies, Social Security Retirement Benefits, Estate Planning Strategies, Intergenerational Planning, Wealth Preservation Strategies, Business Retirement Plans, Investment Management, Retirement Plan Distribution, Executive Compensation and Benefit Strategies, Employee Stock Options, Tax Planning Strategies, Small Business, Charitable Giving |
Services | Retirement Income Strategies, Wealth Preservation Strategies, Estate Planning Strategies |
Featured businesses
523 Benfield Rd, Ste 201, Severna Park, Maryland, 21146
(443) 333-1280
645 Baltimore-, Annapolis Blvd., Severna Park, Maryland, 21146
(410) 544-2995
601 Baltimore Annapolis Blvd, Suite 210, Severna Park, Maryland, 21146
(443) 942-9027
645 Baltimore-, Annapolis Blvd., Severna Park, Maryland, 21146
(410) 544-2995