Rosenberg Financial Group

Finance · Georgia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2517 Moody Rd Ste A, Warner Robins, Geor...

Phone Number

(478) 922-8100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Rosenberg Financial Group

Lifespan Wealth Management, Inc. specializes in providing personalized wealth management services to pre-retirees, retirees, young professionals, and families in Warner Robins. They offer complimentary consultations to analyze clients' financial situations and create tailored retirement plans that include investment guidance, tax strategies, and legacy planning. The firm operates on a fiduciary basis, ensuring that they act in the best interest of their clients. Their goal is to help clients plan, save, and grow their wealth for a successful retirement.Explore more
Rosenberg Financial Group's Social MediaPopular SearchesRosenberg Financial Group IncRosenberg Financial GroupRosenberg Financial Services IncRosen MarketRosenberg Financial IncSIC Code 62,628NAICS Code 52,523Show more

Rosenberg Financial Group Org Chart

PhoneEmail
Sherri Goss, President at Rosenberg Financial Group
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Rosenberg Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Rosenberg Financial Group

Compare insights from companies similar to Rosenberg Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rosenberg Financial Group

<$5M
1-10
Private
-
1987
Sherri Goss, President at Rosenberg Financial Group
Sherri GossPresident
<$5M
1-10
Private
-
2009
John Paxton, President & Managing Director at Claris Financial
John PaxtonPresident & Managing Director
<$5M
1-10
Private
-
1998
SD
Steve DardenFinancial Advisor
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
SB
Shen BoucherSenior Client Relationship Manager
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Rosenberg Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rosenberg Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rosenberg Financial Group.

Rosenberg Financial Group Tech Stack

A closer look at the technologies used by Rosenberg Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Rosenberg Financial Group

What is Rosenberg Financial Group's official website?
Rosenberg Financial Group's official website is www.retirerelax.com
What is Rosenberg Financial Group's Revenue?
Rosenberg Financial Group's revenue is <$5 Million
What is Rosenberg Financial Group's SIC code?
Rosenberg Financial Group's SIC: 62,628
What is Rosenberg Financial Group's NAICS code?
Rosenberg Financial Group's NAICS: 52,523
How many employees does Rosenberg Financial Group have?
Rosenberg Financial Group has 1-10 employees
What industry does Rosenberg Financial Group belong to?
Rosenberg Financial Group is in the industry of: Finance, Securities Trading
What is Rosenberg Financial Group competition?
Rosenberg Financial Group top competitors include: Bagby Wealth Management, Claris Financial, Darden Financial, Davis Wealth Management
What technology does Rosenberg Financial Group use?
Some of the popular technologies that Rosenberg Financial Group uses are: Cloudflare Website Optimization, Smarsh, Datadog, Wistia
How do I contact Rosenberg Financial Group?
Rosenberg Financial Group contact info: Phone number: (478) 922-8100 Website: www.retirerelax.com
What does Rosenberg Financial Group do?

Lifespan Wealth Management, Inc. specializes in providing personalized wealth management services to pre-retirees, retirees, young professionals, and families in Warner Robins. They offer complimentary consultations to analyze clients' financial situations and create tailored retirement plans that include investment guidance, tax strategies, and le... gacy planning. The firm operates on a fiduciary basis, ensuring that they act in the best interest of their clients. Their goal is to help clients plan, save, and grow their wealth for a successful retirement.Read More

What are Rosenberg Financial Group social media links?
Rosenberg Financial Group Linkedin page Rosenberg Financial Group Facebook page
Is Rosenberg Financial Group a public company?
Rosenberg Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Rosenberg Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.