DEFINING FREEDOM

THROUGH

IMPACTFUL ADVICE

We Value Your Trust

Our goal is to simplify your life and help you feel confident about your financial future. Our planning and advice is built to help preserve the one asset you can't get back- Your Time!

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Our Services

We have a wide array of tools to help get you on your desired financial path. 

- Financial Planning

- Retirement Planning

- Estate Planning Review

- Cash Flow & Budgeting

- Corporate Retirement Planning

- Succession and Exit Planning

- Philanthropic Strategy

- Tax Planning

- Social Security Analysis

- Risk Management Planning

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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#ASK AN ADVISOR - Blog 5

#ASK AN ADVISOR - Blog 5

I’ve never worked with a financial advisor before. What should the experience be like?

Inspirational Words

Mark Rose, PPC

Executive Vice President- Wealth Management Advisor

Mark.Rose@RocklineWealth.com

Anthony Santo

Vice President- Wealth Management Advisor

Nicholas Coluzzi

Vice President- Research & Trading Operations

Daniel Schwartz

Branch Operations Manager

Stephanie Tumminello

Client Relationship Manager

Salvatore Licata

Vice President- Business Development

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