Craig Rosenberg - Morgan Stanley Financial Advisor

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I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations

Michigan State Alumni Association
Michigan Oil & Gas Association
Vice President, Board of Trustees, Old Town Playhouse, Traverse City, Michigan
Traverse City Rotary
Economic Club of Traverse City
Traverse City Chamber of Commerce
Former Executive Secretary, 4th & Goal for Thirlby Field Capital Campaign
Former President, Traverse City West High School Athletic Boosters
Former Director, CPA/Law Forum of Traverse City

Services

Asset Management
Cash Management
Corporate Cash Management
Professional Portfolio Management
Wealth Management
Business Planning
Business Succession Planning
Estate Planning
Financial Planning
Retirement Planning
Stock Option Plans
401k Rollovers
Corporate Retirement Plans
Qualified Plans
Qualified Retirement Plans
Endowments and Foundations
Executive Financial Services
Lending Services
Alternative Investments
Commodities
Fixed Income
Municipal Bonds
Precious Metals
Exchange Traded Funds
Annuities
Life Insurance

Education and Licensing

Licensed for Life & Health Insurance along with Variable Annuities in the following states: Michigan, Indiana, Texas, Colorado, Florida

Bulletin Board

The Free Forever IRA^SM Add, transfer and/or roll over $100,000 or more to a Morgan Stanley IRA during 2013 and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Starting in 2013, high-income individuals will face additional federal tax changes because of the Patient Protection and Affordable Care Act, also known as Obamacare. Learn more about the new Medicare taxes on wages and investment income, as well as strategies to help minimize your tax burden.
You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with an experienced Financial Advisor, we invite you to introduce your family, friends and business associates to our services.

Craig Rosenberg is licensed in the following state(s): AZ, CA, CO, FL, IL, IN, KY, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TX, WI

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

Awards Disclosures