Rockcrest Financial

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551 New Rd Ste B
Somers Point, NJ 08244
+1 (856) 694-3288
https://rockcrestfinancial.com

RockCrest Financial, based in Somers Point, NJ, specializes in comprehensive financial planning and wealth management, focusing on aligning clients' financial decisions with their personal values. Their services include tax planning, investment management, estate planning, and risk management, designed to simplify and enhance each client's financial journey.

Dedicated to providing personalized support, RockCrest Financial caters to individuals and families with net worths between $1 million and $10 million, as well as high-income earners. By limiting the number of clients per advisor, they ensure tailored financial strategies evolve with their clients' needs, promoting a concierge-style experience akin to a family office setup.

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