Jodi P. Rosenbloom, CLU®, ChFC®, CLTC
I am a financial planner with over 30 years of experience providing insurance and investment services for individuals, families, and businesses. I work closely with my clients to create and implement customized financial strategies designed to enhance their financial security. I offer a broad portfolio of products and services such as life, disability income, and long-term care insurance protections, annuities and other retirement planning products, and financial planning and investment advisory services. For businesses, I offer employee benefits such as group health, dental, vision, and retirement plans.