The Rockland Group - Wealth Management, LLC Employee Directory

Financial ServicesPennsylvania, United States11-50 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 client's 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. 


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.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.  The Rockland Group - Wealth Mgt, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d

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