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Rockline Wealth Management

5.0
  • Investment Service
  • Plainview, NY

About this business

FinanceFinancial ServicesInvestment Service

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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.09 reviews
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John Florio's profile image
John Florio 
4 months ago

My wife and I have been with Gabe and his te at Rockline wealth management and they have been phenomenal. It's been three years and couldn't be happier. They are always available to assist with any questions or problems we have. Highly recommend 

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Daniel Mari 
9 months ago

We have been with Rockline for several years and couldn't be more pleased with the results of their wealth management. Gabe and his staff are more like family members than money managers. Always responsive, no matter the request, and all matters are handled quickly and efficiently. I recommend them highly. 

Robert Lehmann's profile image
Robert Lehmann 
9 months ago

I’ve been with Rockline Financial since 2018, which I believe is when the began. They are great! Gabe has created a great team. I primarily work with Mark who is a seasoned investor with a great sense of the market. I definitely recommend Rockline Wealth Management. 

Lindsey Baird's profile image
Lindsey Baird 
a year ago

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. 

Lori Fay's profile image
Lori Fay 
9 months ago

Gab and his team are amazing. So knowledgeable and helpful. Highly recommend. 

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Frequently asked questions about Rockline Wealth Management

How is Rockline Wealth Management rated?

Rockline Wealth Management has a 5 star rating with 9 reviews. 

When is Rockline Wealth Management open?

Rockline Wealth Management is closed now. It will open on Monday at 8:00 a.m.