Rockline Wealth Management

(on executive drive)
Financial and Investment Services in Plainview, NY
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

255 Executive Drive
Plainview, NY
11803

About

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.

Photos

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Services

  • Corporate Retirement Plans
  • Private Wealth Management
  • Financial Planning

Information

Company name
Rockline Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Rockline Wealth Management in Plainview NY?
    You can reach them at: 516-605-1624. It’s best to call Rockline Wealth Management during business hours.
  • What is the address for Rockline Wealth Management on executive drive in Plainview?
    Rockline Wealth Management is located at this address: 255 Executive Drive Plainview, NY 11803.
  • What are Rockline Wealth Management(Plainview, NY) store hours?
    Rockline Wealth Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.