Rosen Law & Finance

Very rude and impatient in the first call. Question on weather all the 5 star reviews are real.
Dec 14th, 2022

Nov 15th, 2022

After procrastinating several years regarding the need to address my Estate Planning/Elder Law situation, I decided to attend one of David Rosen's presentations approximately 1-1/2 years ago. I did so reluctantly, assuming it was going to be a captive audience, high pressure situation to enroll with his services. Nothing could be further from the truth. I was extremely satisfied, along with a few dozen other attendees, to listen to his presentation on many facets of Estate Planning, Elder Law, Investment strategies, etc. He was very thorough, professional, and friendly. It was your choice if you decided to go further with him, or not. If not, you left. I did sign up for his services, scheduled for later in the month. It was a one-on-one meeting with David personally. Again, no pressure involved as to what my particular situation necessitated. All my requirements were discussed and completed in that one meeting. I picked up the final completed paperwork in a week or so. I must also mention that the cost of his services were extremely reasonable.....more so than I had anticipated. I have absolutely no qualms in recommending David as the one to see regarding any questions you may have regarding Estate Planning, Elder Law, and related issues.
Jul 1st, 2022

My wife and I contacted David Rosen about estate planning. He explained to us clearly what he recommended we do, provided us with complete and thorough guidance in setting up our will, provided useful consultation about avoiding potential pitfalls, such as avoiding probate and setting up our inheritance in a way that would decrease stress and conflict between our children. He provided us with a well organized set of estate planning documents. I have recommended him to one of our adult children who lives locally.
Jun 27th, 2022

I liked the experience, all of the steps, the patient explanations, the attorney's patience and friendly attitude, and the completed product.
Jun 17th, 2022