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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blake Rosengarten is a financial advisor with Homrich Berg in Atlanta, Georgia. Jeffrey Rosengarten is a Certified Financial Planner and is registered as an Investment Advisor Representative in Georgia. Jeffrey Rosengarten specializes in portfolio management for individuals, businesses, and investment companies, as well as providing financial planning services. Jeffrey Rosengarten is also registered to provide services to pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
11/08/2021 - Present
Homrich Berg (ATLANTA GA)
Active
Inactive
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