Craig Rosenberg

Background

About Craig Rosenberg

As a Financial Advisor since 1997 and part of the SR & Associates Team since I fully recognize the first step in a relationship with an advisor is building a level of trust that is second to none. Our team provides a warm, heartfelt experience that allows our client's to be proud to have us as their trusted advisory team. In particular, I work extremely close with families to identify their objectives, goals and needs. Furthermore, with the power of Merrill and Bank of America, I am able to provide the guidance, platforms and services that are available to fulfill my client's goals. We introduce concepts, thoughts and innovative ideas and strategies for our clients in the following areas: • Asset Management • Liability Management • Legacy Planning • Risk Management • Wealth Transfer • Trust & Estate Planning Services • Retirement Income Strategies Who we serve best: • Families • Privately Held Business Owners • Corporate Executives • Independent Women As a progressive advisor I am part of the Optimal Practice Model (OPM) faculty where I am called upon to speak to and coach fellow advisors on providing a compelling client experience. I am a recipient of the Alumni of Distinction Honor, SUNY Oneonta. I am also a past Board of Directors member at the McGivney Community Center.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.