The Rockland Group - Wealth Management, LLC

United States · 16 Employees
At The Rockland Group - WM, we take the complex financial issues, and invest time in the education of our clients. This empowers the client to see and track their financial goals, and involves them in their mission for financial success. The process we employ is to analyze current data, such as: business agreements, statement of accounts, employee benefit packages, then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients. Our team's combined experience, credentials, and client care is what sets us apart. We believe our constant attention to service will build long-term trust. Some financial associates & resource relationships hold the following certifications, degrees, and designations: in law Juris Doctorate (JD), Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, "Certificate in Retirement Planning"-Wharton, and MBAs Our financial professionals are dedicated to studying economic & market changes, so that we can continue to provide our clients with the most up-to-date service and advice. CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer/AXA Advisors, LLC, an SEC-registered investment advisor.AXA Network, LLC; AXA Network Insurance Agency of CA, LLC in CA; AXA Network Insurance Agency of UT, LLC in UT; AXA Network of PR, Inc. in PR. EOE M/F/D/V.Retirement Benefits Group is a specialized division of AXA Advisors, LLC.Rockland Group-WM is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.]AXA Advisors, LLC (NY, NY 212-314-4600),member FINRA, SIPC.Important Info & Disclosures: http://go.axa.com/20pZ8pW.ACS 136813(05/2018)(exp. 05/2022)

概述

国家 United States
成立时间 1989
总部 81 Highland Avenue, Suite 200, Bethlehem, Pennsylvania(PA) 18017, US
电话号码 +1(610) 606-0555
网站 http://www.rocklandwealth.com
LinkedIn http://www.linkedin.com/company/the-rockland-group-wealth-management
Twitter
Facebook https://www.facebook.com/TheRocklandGroup/
员工数 16
行业 financial services,
简介 At The Rockland Group - WM, we take the complex financial issues, and invest time in the education of our clients. This empowers the client to see and track their financial goals, and involves them in their mission for financial success. The process we employ is to analyze current data, such as: business agreements, statement of accounts, employee benefit packages, then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients. Our team's combined experience, credentials, and client care is what sets us apart. We believe our constant attention to service will build long-term trust. Some financial associates & resource relationships hold the following certifications, degrees, and designations: in law Juris Doctorate (JD), Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, "Certificate in Retirement Planning"-Wharton, and MBAs Our financial professionals are dedicated to studying economic & market changes, so that we can continue to provide our clients with the most up-to-date service and advice. CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer/AXA Advisors, LLC, an SEC-registered investment advisor.AXA Network, LLC; AXA Network Insurance Agency of CA, LLC in CA; AXA Network Insurance Agency of UT, LLC in UT; AXA Network of PR, Inc. in PR. EOE M/F/D/V.Retirement Benefits Group is a specialized division of AXA Advisors, LLC.Rockland Group-WM is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.]AXA Advisors, LLC (NY, NY 212-314-4600),member FINRA, SIPC.Important Info & Disclosures: http://go.axa.com/20pZ8pW.ACS 136813(05/2018)(exp. 05/2022)

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常见问题

The Rockland Group - Wealth Management, LLC 在哪里?

The Rockland Group - Wealth Management, LLC 的总部位于 81 Highland Avenue, Suite 200, Bethlehem, Pennsylvania(PA) 18017, US

The Rockland Group - Wealth Management, LLC 的电话号码是多少?

The Rockland Group - Wealth Management, LLC 的电话号码是 +1(610) 606-0555

The Rockland Group - Wealth Management, LLC 的官方网站是什么?

The Rockland Group - Wealth Management, LLC 的公司官方网站是 http://www.rocklandwealth.com

The Rockland Group - Wealth Management, LLC 是做什么的?

The Rockland Group - Wealth Management, LLC 的业务有哪些?

disability insurance analysis,life insurance analysis,employee benefits,needs based financial planning,long term care insurance analysis,business succession planning,estate planning,investment management

The Rockland Group - Wealth Management, LLC 的年收入是多少?

The Rockland Group - Wealth Management, LLC 的收入是 0美元

The Rockland Group - Wealth Management, LLC 有多少员工?

The Rockland Group - Wealth Management, LLC 有 16 名员工

The Rockland Group - Wealth Management, LLC 属于哪个行业?

The Rockland Group - Wealth Management, LLC 从事以下行业: financial services

The Rockland Group - Wealth Management, LLC 使用什么技术?

The Rockland Group - Wealth Management, LLC 使用的一些流行技术包括: Adobe Coldfusion,CloudFlare Hosting,Google Analytics,Google Font API,Google Tag Manager,JW Player,Microsoft Office 365,Mobile Friendly,Outlook,UltraDns

如何联系 The Rockland Group - Wealth Management, LLC?

The Rockland Group - Wealth Management, LLC 联系信息: 电话号码:+1(610) 606-0555， 网站:http://www.rocklandwealth.com， 邮箱：ger***@***.com

The Rockland Group - Wealth Management, LLC 的社交媒体链接是什么?

The Rockland Group - Wealth Management, LLC 领英：http://www.linkedin.com/company/the-rockland-group-wealth-management,fackbook：https://www.facebook.com/TheRocklandGroup/,twitte:

The Rockland Group - Wealth Management, LLC 是一家上市公司吗?

不是

The Rockland Group - Wealth Management, LLC 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 The Rockland Group - Wealth Management, LLC?

The Rockland Group - Wealth Management, LLC 有 0 家投资者,包括 。

管理层

Gerald Miletics

Senior Partner

Kate King

Director of Operations The Rockland Group

Robert McFarland

Senior Partner

Kevin Brettell

Senior Partner

员工

Robert Dinicola

Retirement Income Certified Professional (RICP)

Jami Engelbrecht-Ellis

Client Liaison

Alexander Price

Financial Consultant

Mary Anthony

Assistant

Gavin Carey

Financial Consultant

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