Our Planning Process

Mitch Rosenberg (CA Insurance License #0698571) is an agent licensed to sell insurance through New York Life Insurance Company, Mitch may be licensed to sell insurance with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, IN, MI, NJ NV, NY, OR, SD,TX, & WA. No offers maybe made or accepted from any resident outside the specific states referenced.

**Mitch Rosenberg is registered as an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser offering investment advisory services in the state of AZ, CA, CO, FL, MA, MI, NJ, NV, NY, TN, TX, VA and WA. As such these services are strictly intended for individuals residing in those states. Through Eagle Strategies, Mitch's clients have access to fee-based financial planning as well as fee-based money management.

Mitch Rosenberg is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, a licensed insurance agency, licensed to offer securities products to individuals residing in the state of AZ, CA, MA, MI, NJ, NV, NY, TN, TX and WA. No offers may be made or accepted from any resident outside the specified state referenced.

MDR Insurance & Financial Services is not owned or operated by New York Life Insurance Company nor its subsidiaries including NYLIFE Securities LLC While Mitch Rosenberg operates under the name of MDR Insurance & Financial Services, he is also an agent for New York Life Insurance Company and in that capacity can offer life insurance, annuities and other financial products.