Join us at NewRoc Financial LLC, where our founder, Chantal, brings over two decades of expertise in investment, retirement planning, and insurance services directly to you. Chantal’s vision is rooted in empowering successful business owners and individuals to align their financial resources with their life goals, simplifying complex financial concepts along the way. Her commitment to building strong, personal relationships ensures that every piece of advice is tailored and impactful, designed to foster long-term success and understanding.

At NewRoc Financial LLC, we demystify the financial planning process, making it accessible and manageable for everyone. Our approach is holistic and client-focused, aiming to assess, dissect, expand, synchronize, implement, and oversee your financial strategy through close collaboration. This comprehensive method ensures that your financial plan not only meets your current needs but is also adaptable for the future.