ROCKMOOR WEALTH MANAGEMENT

4.6/5 (67)

Name	ROCKMOOR WEALTH MANAGEMENT
Address	204-5160 Dublin Way, Nanaimo, BC V9T 0H2
Phone	+1-250-618-0386 +1-250-202-1127
Email ID	[email protected]
Speciality	Disability and Critical Illness Insurance, Investment, Legacy, Estate, Succession/Exit, Tax and Financial Planning, Risk and Cash Management, Savings and Debt, Stocks, Bonds, Non-Registered Investments, Registered Retirement Savings Plans, Estate Equalization, Tax-Free Savings Account & Individual Pension Plan
About	Rockmoor Wealth Management specializes in providing high net worth personal and corporate planning solutions. The firm has acquired decades of experience in providing quality financial advice. Rather than offer their clients generic, mass-market financial solutions, the team works with a small number of privileged clients who benefit from their experienced wealth management specialists. At Rockmoor Wealth Management, they work with their clients to identify financial services options based on their specific needs. They pride themselves on the quality of the wealth management services to their discerning clients, from families to business owners. They are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions with their professional qualifications. Contact them to book a meeting.
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