5938 East Windstone Trail
Cave Creek, AZ 85331
(480) 473-3774
[email protected]

Jon Rosenthal focuses on helping you plan for your financial future. His investment approach will reflect your priorities. If you are unhappy with your current portfolio, Jon can show you how to rollover your old accounts into investments with the potential to help you protect and grow your wealth while minimizing unnecessary risk. He may also be able to help manage your current retirement accounts at your workplace.

If you decide to rollover your 401(k), 401(a), 403 (b), 457, Pension or IRA accounts, Jon Rosenthal can help you choose investments that align with your current or future retirement goals.

Sadly, many people delay investment decisions because they are uncertain about the facts. Jon will show you how he may help you to…

  • Protect your savings
  • Keep your money growing
  • Create streams of income

Jon’s main focus is on retirement accounts…he has the ability to provide you with technical resources and over 25 years of financial experience to help you choose appropriate investments.

Members of The Employee Network will receive
A Free Financial Accounts Review

Serving Arizona families for over 25 years.
Ask about our in-home and in-office personal service. Call to set up an appointment.

Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory services offered through SA Stone Investment Advisors Inc. Rosenthal Financial Services LLC is not affiliated with SA Stone Wealth Management Inc. or SA Stone Investment Advisors Inc.

Securities offered in the following states: Arizona, California, Tennessee, and Texas.

SA Stone Wealth Management, Inc. provides financial products and services and does not provide or supervise tax services. Rosenthal Financial Services, LLC may provide tax services, but these services are separate and apart from SA Stone Wealth Management, Inc.

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