Rosen Law Group

David is hands down the best when it comes to his knowledge of estate planning. His seminars are not only informative but his format is simplified to be able to understand such complex information! He is kind and charismatic and is extremely passionate about his expertise in the law and the families he can help! He not only prepared my estate plan but has prepared many referrals from myself, friends and family who have nothing but rave reviews for him as well! In addition, he is a licensed financial advisor and many of my family and friends are both estate planning and finance clients of his, who completely trust him in both fields! Go see David he is THE best!

I highly recommend Rosen Law & Finance! David Rosen is simply outstanding. He helped me with estate planning and retirement finance management, and the experience was nothing short of exceptional. From the very first consultation, David demonstrated a deep understanding of the complexities involved in estate planning and financial strategies. He took the time to listen to my concerns and goals, explaining every step of the process in terms I could easily understand. His expertise, combined with his approachable and professional demeanor, made the entire experience smooth and stress-free. What really stood out was David's attention to detail and his ability to anticipate potential challenges before they arose. He crafted a comprehensive plan tailored specifically to my needs, ensuring that my family and future are well-protected. I felt confident every step of the way knowing my finances and estate were in such capable hands. If you’re looking for someone who is not only a skilled attorney but also a trustworthy advisor, look no further than David Rosen at Rosen Law & Finance. He truly goes above and beyond for his clients. Thank you, David, for making such an important process seamless and worry-free!

I’ve been working with David from Rosen Law & Finance for nearly six years now, and I can’t recommend them enough. After the death of my husband, David was there to help me set up a trust and guide me through the complicated process of estate planning. Not only did he help me organize my financial matters during a very difficult time, but he also assisted me in making smart investment choices that have given me peace of mind for the future. Their expertise goes beyond just numbers – they’ve been a reliable source of support whenever I have questions or need guidance on anything related to estate, financial planning, and investing, always keeping my family's best interest in mind. I truly appreciate David's thoughtful approach and how he makes sure I fully understand every step along the way. If you’re looking for someone trustworthy and knowledgeable to help with estate planning or financial management, I highly recommend Rosen Law & Finance!

David Rosen was a delight to work with. Highly recommend his services to anyone looking to review, establish, or update a trust. We walked into his office with minimal expectations and left with a fully comprehensive trust and the confidence it will serve us well in our time of need. David was fast, courteous, knowledgeable, and professional. You won’t be disappointed working with David!

David did an excellent job preparing and presenting our last will and testament, answered all questions without hesitation. Have great confidence in the work he did and made us feel confident in his work. We feel very secure now to have accomplished this task. Thanks, David. Would not hesitate to recommend Rosen Law & Finance to friends and relatives. Kudos to you.