Rothstein & Associates

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Ray Jones

Ray Jones

ChFC®

Financial Advisor

Business Financial Advisor
Visit Ray Jones's website
Michael Rothstein

Michael Rothstein

CRPC®, MBA

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Michael Rothstein's website
David Rothstein

David Rothstein

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Rothstein's website
Brad Johnson

Brad Johnson

CFP®, CRPC®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brad Johnson's website
Bill Evans

Bill Evans

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Bill Evans's website

Team

Melissa Brown

Melissa Brown

Client Service Manager

Katherine Bracken

Katherine Bracken

Administrative Assistant,

Client Service Specialist
Barbara J. Kinsey

Barbara J. Kinsey

Financial Planning Specialist