Sarah W.
2/10/2024
I needed a new whole life insurance policy. We worked with an agent, never heard from him again. After a lot of calls, we found out he was no longer with the company and had offered us plans the...
The Rockland Group - Wealth Management
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81 Highland Ave Ste 200
Bethlehem, PA 18017
History
Since 1989, the partners of Rockland Financial Group have been working with businesses and individuals to help guide them through a planning process concentrating on suitable recommendations.
Specialties
Our company and its affiliates are established leaders in the financial services industry working with business owners to develop tax efficient business succession strategies and employee benefits, as well as, utilizing financial planning strategies to help individuals achieve their wealth accumulation needs and protect their families. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients
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