Michael
Rosenthal
Bfc Planning, Inc
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About this Advisor
Michael Rosenthal is a financial advisor based in Cortland, New York, working with Bfc Planning, Inc. Michael has previously held positions at Syracuse Real Food Co-Op, Upstate Medical University, Ronald McDonald House Charities, Health Foundation For Western And Central New York, Physassist Scribes Inc, Fort Worth ISD, Manara Academy, SUNY College At Cortland, Upskill Tax Services, Bfc Planning, Inc, and Berthel, Fisher & Company Financial Services, Inc. Michael has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Michael is part of Bfc Planning, Inc, which operates out of Cortland, New York. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Rosenthal Work History
Berthel, Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Upskill Tax Services
Suny College At Cortland
Manara Academy
Fort Worth Isd
Health Foundation For Western And Central New York
Physassist Scribes Inc
Upstate Medical University
Ronald Mcdonald House Charities
Syracuse Real Food Co-Op
Disclosures
Please visit the SEC profile of Michael Rosenthal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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