Committed to helping our clients reach their stated goals and objectives 

financial & Legal
Consulting Associates

Real Estate

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Finance

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Legal

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Discuss your legal matters today

Your first 30-min initial consultation
is free of charge and/or obligation

Objective Statements

Develop a relationship with the client(s), based on their individual circumstances, goals and objectives, which we derive from a series of fact-finding meetings.

Second, we analyze the stated needs vs wants, issues, objectives and desires to develop several alternative strategies designed to help reach a balanced approach aimed at attaining those stated goals and objectives.

Third, we prioritize and then initiate & implement the strategy(ies) we have agreed to.

Fourth, whereas no strategy can be guaranteed, we revisit and monitor our results. Each strategy is designed to be reasonable flexible, if possible, to be adaptive to possible changing needs and results.

Finally, I have an open door policy of client service and full, fair and complete disclosure. As a multi-disciplinary provider, one of my primary focuses is that all of my relationships are based on well-informed clients and my zealous representation

Dedicated to representing you

Our client's reviews

My wife and I contacted Herb to update our old wills. After our consultation, we found there was so much we didn't capture! Herb guided us through every step with clear explanations and outstanding follow up all the way to completion and getting our trust funded! We found him so helpful we immediately referred him to other people. Herb is a great resource and now our trusted advisor!
Charlie Jolin KW
Charlie Jolin
Client
Herb Rosen is the go-to professional! He was there every step of the way and provided excellent service as I started my company. From day one, he walked me through the ins and outs of starting an LLC and made me feel comfortable working with him. Totally satisfied using Attorney Herb Rosen. I would highly recommend Herb Rosen to anyone who is looking for a more personal experience. Thank you for making this such an easy process!
Kate Stallings
Kate Stallings
Client