Financial Consultant
Alex Price has developed a financial services business which focuses on families, individuals, and small business owners seeking to achieve their insurance and retirement goals. Alex has always had a passion for helping others and to constantly grow as an individual. He takes great pride in helping his clients understand and take control of their financial belongings.
Since there are no two people that are the same, Alex works with his clients to create customized strategies tailored to meet their financial goals and needs. Whether it is their 401(k), pension plan, and/or insurance plan, educating clients on how to use these assets together is something that he values most.
As a part of The Rockland Group-Wealth Management, LLC, Alex can provide his clients a team of individuals with specialized knowledge. Through a comprehensive process, he is able to offer each client an in-depth analysis of their situation, as well as, create personalized strategies in order to make the financial planning process more effective and efficient.
As an active member in his hometown community, he is a member of The Rotary Club of the Pocono Mountains. On top of all the events/fundraisers the Club hosts, Alex acts as the Club Representative for Boy Scout Troop 89, which the Club charters.
Alex resides in Bethlehem, Pennsylvania with his wife, Rachel. In his free time, he enjoys running, skiing, and other outdoor recreation.
Accreditations:
B.S. in Business Administration with an Emphasis in Finance with Minor in Economics from Susquehanna University
Licenses:
NASD Series 7, Series 65, and Series 63 Securities Registration
Life, Health, and Accident licensed in PA