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Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
889 Pierce Court, Thousand Oaks, California, United States
About the Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
Mitch Rosenberg, Financial Adviser at MDR Insurance & Financial Services, located at 889 Pierce Court in Thousand Oaks, California, is dedicated to helping clients navigate the complex world of finance. With a range of qualifications including CFP®, CLU®, ChFC®, CPA, MSFS, AEP®, Mitch is well-equipped to provide expert advice on life and health insurance.
At MDR Insurance & Financial Services, the focus is on helping clients accumulate funds, minimize taxes, and protect their income, lifestyle, business, and estate. Mitch aims to ensure that money is available when it is needed most. As a licensed agent with New York Life Insurance Company, Mitch can offer a variety of insurance products to clients in several states including AZ, CA, CO, IN, MI, NJ, NV, NY, OR, SD, TX, and WA.
In addition to insurance services, Mitch is also registered as an Investment Adviser Representative with Eagle Strategies LLC, offering investment advisory services in multiple states. Through Eagle Strategies, clients have access to fee-based financial planning and money management services. Mitch is also a Registered Representative of NYLIFE Securities LLC, allowing him to offer securities products to clients in select states.
While MDR Insurance & Financial Services is not owned or operated by New York Life Insurance Company, Mitch is an agent for the company and can provide clients with life insurance, annuities, and other financial products. With a commitment to helping clients plan for their financial future, Mitch Rosenberg is dedicated to ensuring that clients have the tools and resources they need to achieve their financial goals.
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