Executive Financial Group

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2019 Five Star Wealth Managers. Michael RosenPresident of Executive Financial Group, Inc.... since 1989 Michael Rosen is a Registered Representative with LPL Financial. Securities are offered through LPL Financial. President of Executive Financial Group, Inc. since 1989 Executive Financial Group, Inc. is a full service Estate Planning firm working with clients nationwide. Graduated Cum Laude with a Bachelor of Science Degree in Marketing. Toni leads EFG in all aspects of the business including business development and overall operations. She has 22 years of experience in strategic planning and development, financial forecasting, and analysis as well as continuous improvements to optimize the client experience at our agency Arlene has 15 Years Experience in small group marketing, customer service and claim subrogation. Her number one priority is customer satisfaction. Arlene oversees all of our in-house health accounts and deals directly with all major health insurance carriers. She carefully reviews each and every product available on the market insuring that Executive Financial provides only the best available products for our clients. Arlene manages a data system that insures each account is reviewed on a monthly basis making sure that our health insurance clients rates are the most competitive rates the market has to offer. Arlene and her staff work around the clock to insure that the level of service offered at Executive Financial is the best the industry has to offer.Read More