At The Rockland Group - WM, we take the complex financial issues, and invest time in the education of our clients. This empowers the client to see and track their financial goals, and involves them in their mission for financial success. The process we employ is to analyze current data, such as: business agreements, statement of accounts, employee benefit packages, then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients. Our team's combined experience, credentials, and client care is what sets us apart. We believe our constant attention to service will build long-term trust. Some financial associates & resource relationships hold the following certifications, degrees, and designations: in law Juris Doctorate (JD), Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, “Certificate in Retirement Planning”-Wharton, and MBAs Our financial professionals are dedicated to studying economic & market changes, so that we can continue to provide our clients with the most up-to-date service and advice. CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer/AXA Advisors, LLC, an SEC-registered investment advisor.AXA Network, LLC; AXA Network Insurance Agency of CA, LLC in CA; AXA Network Insurance Agency of UT, LLC in UT; AXA Network of PR, Inc. in PR. EOE M/F/D/V.Retirement Benefits Group is a specialized division of AXA Advisors, LLC.Rockland Group-WM is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.]AXA Advisors, LLC (NY, NY 212-314-4600),member FINRA, SIPC.Important Info & Disclosures: http://go.axa.com/20pZ8pW.ACS 136813(05/2018)(exp. 05/2022)
