Rosenbaum Financial, Inc. Email Format
Financial ServicesOregon, United States11-50 Employees
Rosenbaum Financial, Inc. is a Portland-based financial services firm that provides integrated financial planning, combining investments and insurance to support client goals. For more than five decades, the company has emphasized personalized service and independent advice. Its holistic approach seeks to understand both personal and business objectives to tailor strategies as needs evolve. Its client base comprises individuals and business owners seeking cohesive planning and risk management. In 2021, the firm became part of merger activity with Coldstream Capital Management and its wealth management arm, reflecting regional consolidation in the financial services landscape.