Rockline Wealth Management

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Image 1 | Rockline Wealth Management Mark B. Rose Gabriel M. Gallante
AIF® , PPC™ Christopher Blette Robert G. Krivit CFP® Nicholas Coluzzi
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Address

255 Executive Drive, Suite 409, Plainview, New York, 11803

Phone number

(516) 605-1624

Financial services firm located in Plainview, NY

Category

Finance & Insurance > Financial Planning & Investments

Email

Online

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.

Monday: 8:00am to 5:00pm
Tuesday: 8:00am to 5:00pm
Wednesday: 8:00am to 5:00pm
Thursday: 8:00am to 5:00pm
Friday: 8:00am to 5:00pm
Saturday: Closed
Sunday: Closed

Sat-Sun: By Appointment

Services: Corporate Retirement Plans, Private Wealth Management, Financial Planning

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