The Wealth Advocate

Randi Taxin - United Retirement Advisor Group Insurance and Education Specialist, Retirement Income Planner Randi Taxin is an insurance and education specialist with her expertise in Retirement Income Planning. 

She is a mother, wife, and a business owner with twenty years of experience. She is licensed in Pennsylvania, New Jersey, Florida and Texas.

Based in Wayne Pennsylvania, she is determined to teach the ABC of Conservative Investing through educating and empowering individuals everywhere to make informed decisions about their retirement needs. 

Randi’s credentials include Advanced Life and Health Insurance License through the Pennsylvania Department of Insurance. For many years, she has been teaching the ABC of Medicare to pre-retirees and retires in the Delaware Valley. With her great knowledge and education of Social Security, Medicare and the many choices of Supplemental Plans she is the go to person to see about all your retirement needs. She most recently completed all CMS training and testing to assist with the federally-facilitated marketplace for individuals and businesses.

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

Archer365 is a full-service CPA and accounting firm based in Wayne, PA, serving both local businesses and clients nationwide through virtual support. Our experienced team of CPAs, EAs, MBAs, and certified bookkeepers provides expert bookkeeping, tax preparation, payroll, retirement planning, mergers & acquisitions guidance, and business advisory services. We also offer virtual CFO and accounting services tailored to entrepreneurs and small business owners. Whether you’re just getting started or scaling your operations, we deliver timely, proactive financial insights to help you grow with confidence 365 days a year.