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“Josh is our current BNI chapter President so we can attest to his expertise as a financial advisor. His personalized approach and 20+ years of experience have helped several of our members and their networks create better financial strategies. Josh doesn't give cookie-cutter advice - he understands that every situation is unique. His leadership as our chapter president shows the same dedication he brings to his clients. Highly recommend Josh Rothbard for financial planning!”
“Not a client of Matt's but came in this afternoon to deposit funds into an index. Very thorough and professional despite being alone in the office. Highly recommend.”
Financial Advising
Financial Advising
Financial Advising
“You have a manager name of Danille Hassan In the last seven months, I’ve been going through a divorce and Danille has been a godsend. She’s helped me in so many ways gone out of her way to help me with all kinds of. Account issues now I could see why she’s a manager if I was younger, I would ask her to marry me, but I will adopt her as a daughter not only is she a great businesswoman she’s also a good friend now thanks Danille Jim”