Yes, our team of experienced investment advisors works closely with clients to identify investment opportunities that align with their financial goals, including mutual funds, annuities, and tailored investment services.

We offer small business solutions including insurance for employees, executive protection, and strategic planning to help small businesses thrive, manage risks, and secure their financial future.

Our wealth management approach is client-centric, offering tailored strategies and financial oversight to manage and grow wealth effectively, ensuring alignment with our clients' life goals.

We differentiate ourselves through our commitment to providing personalized, transparent, and objective financial advice, focusing on building long-term relationships and empowering our clients with the knowledge needed for financial success.

NewRoc Financial LLC offers a wide range of financial solutions including insurance, investments, retirement planning, wealth management, estate planning, and advisory services tailored to meet the unique needs of individuals, families, and businesses.

Our advisory services stand out due to our dedication to delivering bespoke advice that considers all aspects of our clients' financial lives, ensuring strategies are not only comprehensive but also understandable and actionable.

Financial planning is at the core of our services, providing clients with a strategic roadmap designed to achieve financial growth, protect their legacy, and ensure a secure future through careful and informed planning.

Our retirement planning services encompass a comprehensive approach, including assessing current financial status, defining retirement goals, and developing strategies for achieving a secure retirement.

We offer a comprehensive suite of insurance solutions, including life, disability, long-term care, and property and casualty insurance, designed to provide financial security and peace of mind.