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Financial Services • Cave Creek, Arizona, United States • 1-10 Employees
Key Contact at Rosenthal Financial Services
Matthew Rosenthal
Marketing Director
Company overview
| Headquarters | 5938 E Windstone Trail, Cave Creek, Arizona 85331, US |
| Phone number | +14805538757 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | IRA, 401K, Individual Tax Preparation, Mobile Tax Preparation, Rollovers From Pension, Small Business Tax Prepation |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
About Rosenthal Financial Services
Rosenthal Financial Services, LLC focuses on Retirement Growth and Income Distribution along with Individual and Small Business Tax Preparation. Our mission is to help individuals and families protect and grow their wealth with planning and guidance that will produce financial independence for their future. Jon Rosenthal has 30 years of experience in the financial services industry focusing on retirement account rollovers and on income tax preparation. With a steady hand, our company has guided clients through good and bad economic times. We have a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth. Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory services offered through StoneX Advisors, Inc. Rosenthal Financial Services, LLC is not affiliated with StoneX Securities, Inc. or StoneX Advisors, Inc. Securities offered in the following states: Arizona, California, Colorado, Oregon and Tennessee. StoneX Securities, Inc. and StoneX Advisors, Inc., provides financial products and services and does not provide or supervise tax services. Rosenthal Financial Services, LLC may provide tax services, but these services are separate and apart from StoneX Securities, Inc. and StoneX Advisors, Inc.
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
Rosenthal Financial Services has never raised funding before.
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