Jeffrey H. Rosenthal,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey H. Rosenthal, CFP®

EA, CDFA

First Call tax advocates

9 Deep Run Ct
Morganville, NJ 07751-1057
(551) 482-2227

General

Jeffrey Rosenthal is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at First Call tax advocates in Morganville, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CDFA, EA, Arbitrator

Insurance Licenses

  • Life insurance: NY,NJ
  • Health/disability insurance: NY,NJ
  • Fixed annuities: NY,NJ
  • Variable annuities: NY,NJ

Financial Advisor's Specialties

Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

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