Robert Rosen
Registered Investment Advisor

716-839-1234
rrosen@lmfs.net

Bob Rosen has been affiliated with L&M since 1981 and is a Registered Investment Advisor with Securities America Advisors, Inc. At a young age, his grandfather introduced him to the world of finance, which was the beginning of a lifelong interest in the industry for him.

As an advisor, his aim is to offer clients a realistic approach to managing their investments, goals, and expectations. Through a blend of products and services, including investment products, long-term care insurance, and life and disability insurance, he is able to create a customized financial plan designed specifically for each client.

Bob and his wife, Beth, reside in East Amherst with their children, Jacob and Alexa.

Education:
Bachelor of Science in Business Administration, Canisius College, 1984

Active With:
Williamsville North High School, Hockey Coach
US Golf Association, Regional Affairs, Board Member
Buffalo District Golf Association, Current President
Amherst Youth Hockey Coach, Former Player

Awards:
4 National USA Hockey Championships, Coach
4 New York State High School Hockey Championships, Coach
National Collegiate Hockey Championship, Player
2 Buffalo District Golf Championships, Player

What I Like Most About My Job: I enjoy meeting with people, helping them to understand investments, and working with them to determine their financial goals, as well as a plan to work toward them.