Principal Financial Group

Rosenzweig & Associates is a leading financial services firm based in Wayne, PA, dedicated to helping individuals and families achieve lifelong wealth. With a comprehensive range of services, including financial planning, investment management, tax planning, and insurance services, they strive to provide everything their clients need under one roof. Their team of experienced professionals is committed to tailoring strategies to each client's unique goals and aspirations, ensuring a personalized approach to financial success. Recognized for their expertise and commitment to client satisfaction, Rosenzweig & Associates has received accolades such as being named a top Registered Investment Advisor (RIA) by Financial Advisor Magazine multiple years in a row. They are also recognized as a Best Place to Work for Financial Advisors by Investment News. With a focus on the client experience and a dedication to lifelong wealth, Rosenzweig & Associates is a trusted partner for individuals and families at all stages of life.Generated from the website

National Financial Network, Inc., a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Michael Levay is a seasoned financial advisor based in Devon, PA, with over a decade of experience in the financial services industry. He specializes in fostering strong client relationships and helping individuals and businesses achieve their unique financial goals through tailored strategies and solutions. A graduate of Seton Hall University's Stillman School of Business, Michael holds a Bachelor's degree in Business Administration and possesses the necessary licenses to provide comprehensive wealth management services. His expertise encompasses personal wealth management, investment strategies, and financial planning, ensuring clients receive the highest level of service tailored to their specific needs. Generated from the website