Also known as rockcrest financial
RockCrest Financial is a wealth management and financial planning firm based in Somers Point, New Jersey, founded in 2012. It serves individuals and families with complex portfolios and charges flat fees for planning and wealth management. The firm describes its role as a personal finance advisor that coordinates, consolidates and simplifies a client's financial life. Its services include high-net-worth financial and cash flow planning, with decisions aligned to the client's values and long-term plan.
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RockCrest Financial is a wealth manager based in Somers Point, United States.
RockCrest Financial is headquartered in Somers Point, United States.
RockCrest Financial was founded in 2012.
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