Williams Financial Group Congratulates Irvin Rosenzweig, Named to Barron's Top 1000 Financial Advisors, Philadelphia, Pennsylvania, 2013
2013 Marks a Decade of Dedication for Rosenzweig & Associates Wealth Management Group, LLC, Branch Office of WFG
DALLAS, June 5, 2013 /PRNewswire/ -- Williams Financial Group congratulates Irvin Rosenzweig on being named to Barron's Top 1000 Financial Advisors and on the achievement of Rosenzweig & Associates celebrating its 10th Anniversary on Thursday May 30th, 2013 as a successful wealth management firm with over $360 million of assets.
"Irv's national recognition is well deserved and reflects Irv's exceptional abilities in helping his clients to achieve their financial goals, and be a leader in his community," said Wilson Williams, Chief Executive Officer of Williams Financial Group. "We thank him for his continued commitment to his clients and to our firm. "
"It is truly an honor to receive this national recognition," said Irv Rosenzweig, Founder and President of Rosenzweig & Associates. "I am grateful to my colleagues as we assist our clients and earn their ongoing trust in the pursuit of their financial security. "
Irv has been a Registered Representative for 27 years, owning and operating Rosenzweig & Associates since 1993. His designations include CFP, ChFC, CLU, CRPS and AEP. His expertise lies in assisting his clients through the allocation and management of assets in keeping with their financial plan, risk tolerance, unique needs and the realization of their goals.
The listing in Barron's complements the acknowledgment that the firm received through "back-to-back" listings in the Philadelphia Business Journal's survey of Philadelphia's Premier Wealth Advisors in 2010 & 2011. Over the past ten years Irv and his team have built a successful wealth management firm where their dedication to service, integrity, teamwork and continuous improvement aligns with our own corporate values," said David Williams, President of Williams Financial Group.
To compile its annual list, Barron's, a leading financial publication, uses data based on the nation's most productive advisors. Barron's takes a number of criteria into account for this state-by-state ranking, including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
About Rosenzweig & Associates, Wealth Management Group, LLC
Rosenzweig & Associates, Wealth Management Group, LLC, based in Philadelphia, Pennsylvania, manages over $360 million of assets for a diverse group of clients. They provide Tax Management, Risk Management, Liability Management, Retirement Planning and Estate Planning. Rosenzweig & Associates Wealth Management Group, LLC is a branch office of, and Securities offered through WFG Investments, Inc., Member FINRA/SIPC
Sharon Clifton
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Amy Gottenberg
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SOURCE Williams Financial Group
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