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The Rockland Group - Wealth Management, LLC

Financial Services

Specialities :
Business succession planning
Estate planning
Employee benefits
Investment management
Needs based financial planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Buyer Intent
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Frequently Asked Questions About The Rockland Group - Wealth Management, LLC

What does The rockland group - wealth management, llc do?+

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 clients 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 teams combined experience, credentials, and client care is what sets us apart. We believe our constant attention...

What are The rockland group - wealth management, llc's specialties? +

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

What is The rockland group - wealth management, llc's industry? +

The rockland group - wealth management, llc operates in the Financial services industry.

What is The rockland group - wealth management, llc's revenue? +

The rockland group - wealth management, llc's revenue is 11m - 100m

What is The rockland group - wealth management, llc's company size? +

The rockland group - wealth management, llc has 11 - 50 employees.

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