David Rosenberg

Background

About David Rosenberg

As an entrepreneur and life-long business executive, I have over 30 years of extensive, multi-faceted management and strategic planning experience helping small, mid-size, and large corporations grow and prosper. Today with New York Life, as a 2015 President’s Council member among the top five percent of New York Life’s agents, I continue this meaningful work to help individuals and business owners protect, grow, and distribute their wealth, so that they can enjoy life with financial security. Most people want to save and invest, but they don't have a strategy - I help people with that! After thoroughly understanding personal goals and investment objectives, I work with my clients to create a personalized saving and investing strategy so they have a comprehensive plan for a secure financial future that meets their goals and objectives. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help people meet a number of needs, including, but not limited to college funding, retirement and lifetime income strategies, and planning for the costs of Long Term Care. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 200 Cross Keys Road Unit 500 Baltimore, MD 21210 301-802-0155