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Daniel A. Rosenthal, CPA, Registered Representative, and Investment Advisor Representative

I have the experience and knowledge to answer all of your tax, financial and investment related questions.

Contact Us

Daniel A. Rosenthal, CPA, Registered Representative, and Investment Advisor Representative
2122 Meetinghouse Road
Cinnaminson, NJ 08077
Phone: 856.303.0160
Fax: 856 303.0180

Securities-related Email: DanielRosenthal@cparco.com

Investments-related email:
DanielRosenthal@cparco.com
Tax-related email:
DanR2122@aol.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

My Account Access

 

American Funds

Charles Schwab - Portfolio Advisory Services

Genworth Financial - Wealth Management, LTC, Life Insurance

Oppenheimer Funds

Pershing Brokerage - Net Exchange Client

 

 

 

About Us

  • Our Approach
  • Our Location
  • Our Team
  • Our Services
  • My Account Access
  • When Will I Receive My Refund?
  • Are Your Emotions Putting Your Retirement At Risk?
  • Tax & Accounting Services
  • Referrals
  • Tell A Friend

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

Daniel A. Rosenthal, CPA, Registered Representative, and Investment Advisor Representative
2122 Meetinghouse Road
Cinnaminson, NJ 08077
Phone: 856.303.0160
Fax: 856 303.0180

Securities-related Email: DanielRosenthal@cparco.com

Investments-related email:
DanielRosenthal@cparco.com
Tax-related email:
DanR2122@aol.com
Map and Directions

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.   

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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