1864 Route 70 East, Cherry Hill, New Jersey 08003           
      Phone: (856) 424-0067   Fax: (856) 424-4009
Screen Shot 2015-01-12 at 10.15.55 AM

Who We Are

Executive Financial Group is a company specializing in providing business and investment planning to closely held corporations and individuals. EFG is a resource to draw on as advisors, coordinators and catalysts that monitor your personal and business financial affairs.

EFG works closely with your attorneys, CPA’s and other professional advisors to become part of your support team. EFG is highly accessible and painstakingly thorough.

 

Michael Rosen

Philadelphia Magazine 2013 – 2015

Five Star Wealth Manager*

747

President of Executive Financial Group

Professional and Civic Affiliations

LPL Financial Award Winner

  • Chairmen’s Club 2011 “based on production”
  • Patriots Club 2003, 2004, 2007, 2013 – 2015 “based on production”
  • Directors Club  2005, 2008, 2009, 2012, “based on production”
  • Freedom Club 2002, 2010 “based on production”
  • Prudential Masters Council 2011-2015 “based on production”
  • Jackson National Stars 2010, 2013-14 “based on production”
  • Curian Capital Private Advisor Council 2013-2014 “based on production”
  • America Capital First Investment Advisory Council 2011 “based on production”

Financial Awards

  • Member of the Million Dollar Round Table from 1992 – 2006
  • Member of “The Court” of the Million Dollar Round Table for 1992 – 2006
  • Member of the “Top of the Table” of the Million Dollar Round Table for 1994, 1999-2005
  • National Association of Life Underwriters “National Sales Achievement Award” from 1993 – 2004
  • National Association of Life Underwriters “National Quality Award” from 1992-2004
  • National Association of Life Underwriters Member for 1991-2004
  • Member of Southland Life Companies “Inner Circle” for 1994
  • Who’s Who World Registry of Global Business Leaders for 1993-1997
  • Board of Directors, Executive Committee, American Red Cross, Camden County Chapter for 1991-1994

Meet the team

Michael Rosen

Screen Shot 2015-01-12 at 10.17.38 AM

Licensed in Life and Health Insurance
Michael Rosen is a Registered Representative with LPL Financial. Securities are offered through LPL Financial.
President of Executive Financial Group, Inc. since 1989
Executive Financial Group, Inc. is a full service Estate Planning firm working with clients nationwide.
LaSalle University 1985 to 1989
Graduated “Cum Laude” with a Bachelor of Science Degree in Marketing.

955

Toni Rosen

Executive Vice President

Licensed in Life and Health Insurance

Toni leads EFG in all aspects of the business including business development and overall operations. She has 22 years of experience in strategic planning and development, financial forecasting, and analysis as well as continuous improvements to optimize the client experience at our agency.

972

Diane Magee

Vice President Of Operations

Licensed in Life and Health Insurance

Diane brings tremendous experience to Executive Financial. Diane started her career in 1983 at Paine Webber Brokerage in New York City. She came to Executive Financial after working for a large insurance agency as a Disability Insurance Marketing Specialist. Diane is currently the Vice President of Operations and oversees the processing of all of the agency’s new business, preliminary underwriting, quotes, placement, and the contract and licensing of all Executive Financial Brokers. Diane primarily works with agents to provide information and strategies that allow the agent to effectively address their client’s goals. 

802

Arlene Ferris-Kauffman

Vice President of Small Group Marketing

Licensed in Life and Health Insurance

Arlene has 15 Years Experience in small group marketing, customer service and claim subrogation. Her number one priority is customer satisfaction. Arlene oversees all of our in-house health accounts and deals directly with all major health insurance carriers. She carefully reviews each and every product available on the market insuring that Executive Financial provides only the best available products for our clients. Arlene manages a data system that insures each account is reviewed on a monthly basis making sure that our health insurance clients’ rates are the most competitive rates the market has to offer. Arlene and her staff work around the clock to insure that the level of service offered at Executive Financial is the best the industry has to offer.

 

873
Michael Dansky, ESQ

I have been with Michael Rosen at Executive Financial Group for over 20 years. Mike is a great example of an outstanding insurance resource. He is honest, dependable and efficient. With his policy review he was able to save me an astounding amount of money. You won’t find another one like him and his company.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2015 Five Star Wealth Managers.