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Welcome to Rosenthal Financial Services, LLC

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Whether you are a man or a woman, young or old, you've worked hard for your money and everyone has different goals when it comes to investing. At Rosenthal Financial Services, we are well aware that each person or couple have very different approaches and comfort levels when it comes to accumulating wealth and reaching financial independence for the future. That's why we take the time to learn what your milestones and goals are and help you figure out plans (that you are comfortable with) to help you accomplish your goals.

Jon Rosenthal has over 30 years of experience in the financial services industry focusing on retirement accounts, non-retirement accounts and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. His approach will reflect your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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How much Disability Income Insurance do you need?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck