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Rosenzweig & Associates is a leading financial services firm based in Wayne, PA, dedicated to helping individuals and families achieve lifelong wealth. With a comprehensive range of services, including financial planning, investment management, tax planning, and insurance services, they strive to provide everything their clients need under one roof. Their team of experienced professionals is committed to tailoring strategies to each client's unique goals and aspirations, ensuring a personalized approach to financial success. Recognized for their expertise and commitment to client satisfaction, Rosenzweig & Associates has received accolades such as being named a top Registered Investment Advisor (RIA) by Financial Advisor Magazine multiple years in a row. They are also recognized as a Best Place to Work for Financial Advisors by Investment News. With a focus on the client experience and a dedication to lifelong wealth, Rosenzweig & Associates is a trusted partner for individuals and families at all stages of life.Generated from the website

Diversified is a leading financial services firm based in Wayne, PA, dedicated to helping individuals and families achieve lifelong wealth. With a comprehensive range of services, including financial planning, investment management, tax planning, and insurance services, Diversified aims to provide everything needed for financial success under one roof. Their team of experienced professionals is committed to tailoring strategies to each client's unique goals and aspirations, ensuring a personalized approach to wealth management. Recognized for their expertise and commitment to client satisfaction, Diversified has received accolades such as being named a top Registered Investment Advisor (RIA) by Financial Advisor Magazine multiple years in a row. Their streamlined Lifelong Wealth Planning Process and Lifelong Investment Philosophy demonstrate their dedication to helping clients uncover what brings them joy and aligning their financial plans accordingly. Whether approaching retirement, navigating life transitions, or building generational wealth, Diversified serves a diverse range of clients, including executives, professionals, business owners, families, and nonprofits.Generated from the website

RZ Wealth, led by Irvin Rosenzweig, is committed to helping clients prioritize and understand their needs to best guide them with insightful wealth management including financial, retirement, estate and education planning.