(973)533-1919 ext 112
We create financial strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
As LPL Financial Advisors in Livingston, NJ we understand the challenges that high net worth individuals face as they prepare for a comfortable retirement. Today’s environment has people facing many uncertainties about the future. This may come in the form of market volatility, the prospect of increasing taxes or the threat of a sudden illness. Risk also comes in the form of longevity risk (outliving your money) or sequence of return risk (market going down just when you retire). No matter if you’re looking to build wealth for the future or just a couple of years away from retirement, our personalized approach focuses on protecting your nest-egg from the outside factors that can impede you and your family’s future well-being.
Our team of professionals have decades of experience in helping people just like yourself see that your future success doesn’t just happen by chance, but innovative strategic planning. We look forward to a conversation on how we at Diversified Investment Strategies can make a difference in your life.
I am Michael Rosenberg, RFC, CPFA, I want to personally thank you for visiting our website today. Diversified Investment Strategies roots go back to 1982, when my father Jerry Rosenberg and I started Rosenberg & Associates. Our motto was simple and still is today, “Treat people how you want to be treated”. In the early 90’s we evolved into a comprehensive financial planning firm and our name changed to Creative Financial Solutions Group. 2001 saw our name change to what it is today and offering clients a multitude of services, strategies and financial products as a result of affiliation with LPL Financial that year.
The approach has always been the same throughout the years - one size does not fit all. We do not have one off the shelve solution where we try to fit a square peg in a round whole. Each client is different, and we tailor the solution to the unique problems that each client faces. As they say, there is no magic bullet. But the chances are high that no matter how unique your situation is, our vast experience has solved the problem for someone just like you.
I personally welcome the opportunity to answer any questions you might have and look forward to the opportunity to serve you.
Wishing you the best financial future possible
Michael L. Rosenberg, RFC, CPFA
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.