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Steven Boorstein, PharmD, CFP®

RockCrest Financial LLC
Financial Planning

Contact Information:

5 South Main St, Ste A
Williamstown, NJ 08094
United States
T: 856-472-9299
www.RockCrestFinancial.com

Years in Business:

 

19

Clients I'm Seeking:

 

We are a full service financial planning firm servicing the Greatest Generation thru Millennials, however, our largest client segment is client who are currently 50+ thru their 80's. These are people who are: *Preparing for retirement and need to begin making the big decisions that will help secure their future lifestyle... from Social Security claiming strategies, healthcare planning and tax-efficient investment management; or *Looking to protect their lifestyle in retirement by making smarter choices about not only the "big things" that they face (day to day financial issues, protecting and maximizing their retirement income stream, etc), but also the "small things" that are often overlooked (and which could hurt the financial plans they've created for retirement, if not fixed.)

About My Business:

 

RockCrest Financial LLC is a registered investment advisor in the states of New Jersey and Pennsylvania. *Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RockCrest Financial LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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