As a part of Equitable Advisors Retirement Benefits Group and The Rockland Group – Wealth Management, LLC, I am proud to provide financial services to meet the retirement needs of those who serve and build our communities – nonprofit employees, hospital and municipal workers, educators and staff in public schools, colleges and universities.
My goal is to not only maintain personal relationships with my clients, but to grow in my capacity as a leader in the financial and local communities where I serve.
At The Rockland Group – Wealth Management, LLC, we take a comprehensive planning approach that helps our clients build a strategy to accumulate and protect their assets. We serve our clients in several areas that include: Retirement Planning Strategies, Life Insurance, College Savings, and Long-Term Care.
I focus on getting to know each of my clients’ situations and goals for their future. After understanding the goals, I suggest solutions to address their concerns, monitor their progress, and maintain a face-to-face relationship.