The Rockland Group - Wealth Management Revenue
Financial Services • 
Hanover, Pennsylvania, United States • 11-20 Employees
The Rockland Group - Wealth Management revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Key Contact at The Rockland Group - Wealth Management
Kate King
Director At The Rockland Group - Wealth Managment Equitable Advisors
Company overview
| Headquarters | 81 Highland Avenue, Suite 200, Bethlehem, Pennsylvania(PA) 18017, US |
| Phone number | +16106060555 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Succession Planning, Employee Benefits, Estate Planning, Investment Management, Life Insurance Analysis, Disability Insurance Analysis, Long Term Care Insurance Analysis, Needs Based Financial Planning |
| Founded | 1989 |
| Employees | 11-20 |
| Socials |
The Rockland Group - Wealth Management Email Formats
The Rockland Group - Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@rocklandwealth.com), used 53.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@rocklandwealth.com | 53.3% |
{first name}.{last name} | john.doe@rocklandwealth.com | 46.7% |
About The Rockland Group - Wealth Management
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 client's 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. 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.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. The Rockland Group - Wealth Mgt, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Rockland Group - Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
The Rockland Group - Wealth Management has never raised funding before.
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