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A legacy of success. A tradition of excellence.

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News & Recognition

September 2019 The Bulletin: "IRAs and Retirement: What You Need to Know" by Victoria Fillet

September 2019 Victoria Fillets's Article in The Bulletin:  "IRAs and Retirement: What You Need to Know"

 

Source:The Bulletin, a publication of Selected Independent Funeral Homes

July 2019 Memorial Business Journal: "The SECURE Act: A Retirement Solution?" by Richard Konrad

July 2019 Richard Konrad's Article in the Memorial Business Journal:  "The SECURE Act: A Retirement Solution?"

 

Source: Memorial Business Journal, a publication of the National Funeral Directors Association

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

 

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

July 16, 2019: Jason Benowitz, CFA appeared on CNBC

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July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings”

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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