BN
◉ Reviewed
- Specialty
- Accredited Estate Planner (AEP) — Insurance/Financial Planning
- Address
- 805 Third Avenue, 12th Floor, New York NY 10022
- Phone
- (212) 682-6420
- Website
- www.edgewealth.com
A reviewed provider
Brett Neil Rosen
Accredited Estate Planner (AEP) — Insurance/Financial Planning · Based in New York, NY · CLU®, AEP®
Financial AdviceDivorce FinanceAEP
§ About this provider
Services
Financial AdviceDivorce Financial PlanningWealth ManagementPlanner
Best for
Pre Divorce · Divorce · Post Divorce · Redundancy
§ How we know
Tier
◉ ReviewedHas public peer recognition (e.g. Doyles Guide) or charity-register confirmation. We have not personally engaged them.
Why this tier
NAEPC Accredited Estate Planner (New York).
Last verified: 26 Apr 2026
○
Listed
Confirmed real entity with valid contact details. No quality claim — we have not personally engaged or peer-checked them.
◉
Reviewed
Has public peer recognition (e.g. Doyle’s Guide) or charity-register confirmation, with citations on the profile.
✓
Vetted
Personally engaged by HisJourney — we have spoken to them or worked with them ourselves before listing.