Our Resources
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Mitch Rosenberg works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
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Eagle Strategies, LLC
Through Eagle Strategies, Mitch Rosenberg provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
In addition, Mitch is an 'Eagle Plus' advisor in California. As an Eagle Plus* Member, Mitch is one of the top 25 Investment Advisors affiliated with Eagle Strategies, LLC. Plus members are made up of highly selective professionals that have consistently delivered financial services solutions by taking a holistic view of their clients’ situation and offering personalized solutions through the integration of variable and guaranteed financial solutions.** As a Plus member, Mitch has access to the dedicated Eagle Strategies support teams, which are made up of highly regarded and credentialed professionals. These professionals provide him with personalized planning and investment expertise support that he leverages to develop solutions for his clients’ individual needs and goals.
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New York Life
Mitch Rosenberg and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/20/16)
Pacific Group
We work closely with Pacific Group to offer health insurance and ancillary benefits to our clients. Pacific Group has been providing California Corporations with unsurpassed service since 1991. Pacific Group is a privately held, full-service Employee Benefits Brokerage Firm that designs, administers, and manages the costs of their clients’ Employee Benefits Programs.
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Cavalier Insurance
The principals have 100 years of combined experience assisting independent financial advisors with designing insurance solutions to meet the needs of consumers, Cavalier Associates is a National Marketing Organization offering a broad range of life insurance, disability insurance, long term care insurance, and annuity products. As a second generation, family owned firm with more than forty (40) team members, our Agency is built upon a solid foundation of industry experience, impaired risk medical underwriting and insurance product selection expertise. Today’s independent advisor has complex financial planning needs and our Agency supports the advisor with the design and implementation of the most cost efficient and sophisticated insurance solutions available. Key strengths of our Agency include: Advanced planning, insurance product selection, and complex medical underwriting negotiations.
ProVisors®
ProVisors® is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another (and you).
Investment Manager Relationships
Eagle Strategies has forged relationship with several leading asset management firms to provide a full suite of comprehensive solutions to its clients. These partnerships provide advisors with sophisticated wealth management strategies to continually serve a variety of investment needs. Available programs include investment advisory opportunities for high net worth clients, small businesses, and retirement plans. The asset management firms provide expertise on asset allocation, security selection, and ongoing management of portfolios. Solutions available may include mutual funds, ETFs, and individual securities.
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