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Rockline Wealth Management
- Investment Service
- Plainview, NY
About this business
We Firmly Believe That Knowledge Is Power Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom. At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to ... read more
Location details
255 Executive Drive, Suite 409, Plainview, NY, 11803, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband and I recently made the switch to Rockline Wealth and we couldn't be happier. We had the pleasure of working with Justin. Him and his team are true professionals and masters of their craft. We were in an unfavorable situation with another company and Justin was there step by step to ensure a smooth transition.They continue to exceed expectations. If you are in need of a wealth management company, make a call to Rockline asap.
The professionalism and hardworking efforts of this outstanding team speaks volumes of what anyone wants from their financial team. Just call or better yet meet with them and you’ll be glad you did. Just contact them and see for yourself.
Absolutely the best, hardworking, passionate, very professional in all aspects. Highly recommend there services, they treat every client as there number one clients.
Frequently asked questions about Rockline Wealth Management
How is Rockline Wealth Management rated?
Rockline Wealth Management has a 5 star rating with 5 reviews.
When is Rockline Wealth Management open?
Rockline Wealth Management is closed now. It will open on Monday at 8:00 a.m.