Rockline Wealth Management

Rockline Wealth Management
Business Name: Rockline Wealth Management
Member Name: Robert Krivit
Business Description:

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 pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach allows our clients to build and protect generational wealth.

Contact Robert Krivit, Director of Financial Planning, to discuss your financial future.

 

Business Website Address: http://Rocklinewealth.com
Business Phone Number: 516-605-1690
Business Fax: 516-597-5745
Business Address: 255 Executive Drive Suite 409
City : Plainview
State: NY
Zip Code: 11803

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Listing Title: Rockline Wealth Management