Understanding Comes from experience
We commit our time to developing deeper, more honest relationships with our clients in order to find out what really matters to you. Understanding that your needs are unique is a start; but challenging ourselves to think more deeply about you and your family's future is what defines our team. We pride ourselves on working with you to creat an invidualized plan, and to follow it with customized investmens that honor the goals you have for your family, your business, your community, and yourself.
Myron Solomon Rottenstein, CFP®, CIMA®
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting
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520-748-3654
Aaron D. Rottenstein, CFP®, CIMA®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting
Visit my personal page
520-748-3628