Bob Hartman, AGT - New York Life

Jon Rosenthal has 30 years of experience in the financial services industry focusing on retirement accounts, retirement account rollovers and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. He has a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy