Reviews

We have been David's clients for over 5 years and continue to be very happy with his legal and financial guidance. David is a true professional, productive and eager to set and accomplish goals, involving his professional relationships when beneficial. He balances his professional strengths with his sincere interest in his client’s wellbeing. We highly recommend David’s services!

I have worked with David for many years now.He always gets right back to me and spends all the time I need.Professional and Personal,what else can you ask for !!!!!

This was a great place to get all your legal papers in order! Highly recommend! There was no pressure too!

I met David over 3 years ago at a luncheon that he hosted to promote his services. The invitation was one to those postcards that I received in the mail and my first inclination was to throw it out. However it was a decent restaurant, and like my former boss used to tell me, "never miss a free meal." I figured if nothing else, I should get a decent lunch from attending. When David began to speak, I was skeptical mainly because of his youthful appearance. Anyway, I was impressed with his wealth of knowledge regarding the subject matter, so I scheduled a one on one with him to discuss our situation to see if we would be interested in using his services. During the one on one, both my wife and I were impressed so we signed up and had David put together our Estate Plan. Since signing up, I have no regrets and I have also referred some of my friends who have signed up as well. In addition, I have no reservation in recommending David to anyone for either Estate and/or Financial planning. Within the past few weeks I met with David again to review my existing financial/retirement holdings. Based on their investment strategies and their interest in preserving and growing their clients portfolio, I felt it was in my best interest to move my Portfolio to Rosen Law & Finance

David is very professional, thorough and efficient. He was recommended to me and I would recommend him to others.

Great experience. I’m a big proponent of planning for your family and David over delivered with my plan and trust. Super efficient and now my plan is complete and I have peace of mind for the future. Highly recommend!

David is knowledgeable about estate trusts and is also a pleasure to work with. He listened to all our questions and concerns. He is down to earth and yet professional. We highly recommend David to all looking for the security of a trust.