How does the advisor help clients – Key Takeaways:
ROCKDALE FINANCIAL SERVICES, INC. is a top financial services firm known for providing expert financial advice to clients. With a team of experienced and knowledgeable financial advisors, ROCKDALE has established itself as a trusted partner for individuals and businesses seeking financial stability and growth.
Facts and Insights
ROCKDALE FINANCIAL SERVICES, INC. has been in business for over 20 years, serving clients across various industries and demographics. With an impressive track record of success, ROCKDALE is known for its comprehensive and personalized approach to financial planning.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available data, as of December 2020, ROCKDALE FINANCIAL SERVICES, INC. has approximately $500 million in assets under management. The firm has a team of 15 experienced financial advisors who work closely with clients to create tailored financial plans that align with their goals and objectives. With over two decades in the industry, ROCKDALE has established itself as a reliable and trusted partner for individuals and businesses seeking financial stability and growth.
| Year Established | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 1998 | 15 | $500 |
Financial Services Offered
ROCKDALE FINANCIAL SERVICES, INC. offers a wide range of financial services that cater to the unique needs and goals of its clients. These services include:
- Investment management, including portfolio design and monitoring, asset allocation, and risk management
- Retirement planning and strategies
- Tax planning and management
- Estate planning and wealth transfer
- Insurance and risk management
- Business planning and consulting
Client Types
ROCKDALE FINANCIAL SERVICES, INC. works with a diverse range of clients, including high net worth individuals, families, small businesses, and corporate executives. The firm understands that each client has unique financial goals and needs, and therefore, creates personalized solutions to help them achieve their desired outcomes.
Fees & Compensation
ROCKDALE FINANCIAL SERVICES, INC. operates on a fee-only basis, meaning they do not receive any commissions or third-party payments for their services. This ensures that their recommendations are unbiased and in the best interest of their clients. The firm’s fees and compensation structure are transparent and discussed in detail with clients before any services are rendered.
Background
ROCKDALE FINANCIAL SERVICES, INC. was founded in 1998 with a vision to empower individuals and businesses to achieve their financial goals. The firm’s team of financial advisors has a combined experience of over 50 years in the industry, making them experts in their field. They stay updated with the latest market trends, regulations, and strategies to provide their clients with the best possible service.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ROCKDALE FINANCIAL SERVICES, INC. is legally obligated to disclose any potential conflicts of interest or disciplinary history to its clients. However, according to publicly available information, the firm has a clean regulatory record, with no disciplinary actions or sanctions against them.
In conclusion, ROCKDALE FINANCIAL SERVICES, INC. has established itself as a reputable and reliable financial services firm that helps its clients achieve their financial goals and dreams. With a track record of success, a team of experienced advisors, and a comprehensive range of services, ROCKDALE is well-equipped to guide individuals and businesses towards financial stability and growth.