MDR Insurance & Financial Services
Mitch Rosenberg, CFP®, CLU®, ChFC®, CPA, MSFS, AEP®
Life and Health Insurance

Helping Our Clients Maximize, Protect and Distribute Their Wealth for Over 30 Years

Navigating your financial journey
through every
phase of life

Focusing on your financial
peace of mind and security

Working with you to minimize taxes and take advantage of tax-efficient strategies

Collaborate with other advisors to best meet your objectives and serve your needs


Mitch Headshot

The financial world has never been so complex nor the obstacles to financial success ever been so great. As a result, more people are failing to reach their financial potential than ever before. These people don't plan to fail, they fail to plan properly. In fact, most people are likely to spend more time planning their vacations than they do their financial affairs! MDR Insurance and Financial Services can help you make smart decisions about insurance and financial products. Our primary objective is to help you accumulate funds, minimize taxes and protect your income, lifestyle, business and estate with the products we offer so that money will be available when it is needed most.

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Protect & Distribute Your Wealth

 
 
 

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  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

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