At RocMor Financial Services, I believe my approach adds a broader perspective to all I do and provides increased benefits to my clients.
I can help you address:
I also can answer your questions, including:
I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
As a CERTIFIED FINANCIAL PLANNER™ professional and a CPA, I have been working with individuals and businesses in this area for a number of years. I am licensed to sell investment and insurance products. I believe in helping you...
Client Relationship Manager
Carole has been working as a Client Services Manager for the past ten years. Her focus is providing clients with the most attentive and respectful service, while performing administrative assistance. She graduated Magna Cum Laude from...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.