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Our Services

Melnick Rosenbaum is an independent financial services firm located in Hunt Valley, MD. With an emphasis on educating and empowering action, we put our combined experience and passion to work advising clients on their most critical insurance and investment programs. Asset growth, distribution, conservation and meeting our clients' unique goals are why we are able to build long lasting relationships centered on trust, integrity, and mutual respect.



OUR COMMITMENT AS YOUR FINANCIAL ADVISORS

  • Better understanding your needs and goals.
  • Helping you avoid emotion-driven mistakes.
  • Helping you better understand the markets.
  • Providing options and explaining the trade-offs of each.
  • Being available to consult with you in all markets.
  • Providing access to your investments 24/7 through personal contact and technology.
  • Continuous monitoring and quarterly rebalancing of your accounts.
  • Keeping you up-to-date on your concerns and adjusting your investment strategies to help you meet your goals.
  • Helping you manage risk and achieve consistent returns that will keep you on path to your goals.