The Rockland Group Wealth Management

  • Financial Services
  • Bethlehem PA
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
81 Highland Avenue, Suite 200, Bethlehem PA
Website
rocklandwealth.com
Phone
(610) 606-0555
Employees
8
Founded in
1989
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is The Rockland Group Wealth Management

The Rockland Group Wealth Management is a limited liability company located in Bethlehem, Pennsylvania. The company employs 8 people and generates over $10,000 in annual revenue. The Rockland Group Wealth Management specializes in providing financial planning and wealth management services to individuals and businesses. They analyze clients' financial data, including business agreements, account statements, and employee benefit packages, to identify goals and objectives. Based on this analysis, they develop customized strategies designed to meet the overall financial well-being of their clients. The company distinguishes itself through its commitment to client education and personalized service. They believe in empowering clients by providing them with the knowledge and tools to understand their financial situation and actively participate in their financial success. The team's combined experience, credentials, and dedication to client care are key differentiators. Clients can reach The Rockland Group Wealth Management at their website, rocklandwealth.com.

Company Leadership

Gerald Miletics

Senior Partner

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Robert DiNicola

Retirement Income Certified Professional (RICP)

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Kevin Brettell

Senior Partner

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The Rockland Group Wealth Management Industry Tags

Business Succession Planning
Estate Planning
Employee Benefits
Investment Management
Needs Based Financial Planning
Disability Insurance Analysis
Life Insurance Analysis
Long Term Care Insurance Analysis
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FAQ

What is the location of The Rockland Group Wealth Management's headquarters?
The headquarters of The Rockland Group Wealth Management are situated at 81 Highland Avenue, Suite 200, Bethlehem PA
What is The Rockland Group Wealth Management's phone number?
The Rockland Group Wealth Management's contact number is (610) 606-0555.
What is The Rockland Group Wealth Management's official website?
The official website of The Rockland Group Wealth Management can be found at rocklandwealth.com.
What is The Rockland Group Wealth Management's current revenue?
As of February 2019, The Rockland Group Wealth Management's annual revenue reached $10B.
How many employees does The Rockland Group Wealth Management currently have?
The Rockland Group Wealth Management employs approximately 8+ people as of February 2019
Which industries is The Rockland Group Wealth Management primarily operating in?
The Rockland Group Wealth Management operates in the following industries: Finance, Credit
Who is the Senior Partner of The Rockland Group Wealth Management?
The Rockland Group Wealth Management's Senior Partner is Gerald Miletics
What are The Rockland Group Wealth Management's industry tags?
The Rockland Group Wealth Management's industry tags include: Business Succession Planning, Estate Planning, Employee Benefits
When was The Rockland Group Wealth Management founded?
The Rockland Group Wealth Management was founded in 1989.

Employee Directory

Key Employees

Kate King

Director at The Rockland Group - Wealth Managment Equitable Advisors

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