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Featured Business Financial Advisor in Bala Cynwyd, PA
Bala Cynwyd Financial Advisors
Rockland Financial Group
40 Monument Road
Bala Cynwyd, PA 19004
(908) 369-8741
Advisor Profile
Joseph  Falchetta, CFP , CLU, ChFC
Name:  Joseph Falchetta, CFP , CLU, ChFC
Phone Number:  (908) 369-8741
Website:  Visit Website

About Rockland Financial Group

We take complex financial issues, and invest time in the education of our clients. This helps the client to see and track
their financial goals, and involves them in their mission for
financial success. The process we employ is to analyze current data, such as: wills/trusts, business agreements, statement of accounts, employee benefit packages and then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients.
 

General Information

CRD#:    6068411
Name of Broker/Dealer:    AXA Advisors
States Licensed in:    NJ, PA
States Willing to do Business in:    Chadds Ford,Cheltenham,Chester,Doylestown,Gloucester City,Gwynedd,Hatboro,Jenkintown,King Of Prussia,Newtown Square,North Wales,Philadelphia,Springfield,Warminster,Basking Ridge, Bridgewater, Wall, Edison
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    6
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)
Securities Licenses:    Series 63, Series 7, Series 65
Insurance and Annuity Licenses:    Annuity, Disability, Long Term Care, Variable Annuity, Variable Life, Life
Financial Organization Memberships:    Million Dollar Roundtable
Non-Financial Organization Memberships:    Catholic Professionals of Philadelphia, Archbishop Wood Football Alumni Association
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
Additional Details on Charges:    Most clients are fee based clients, but depending on the circumstances and client needs/fit, fee-only is also available. Plan only fees begin at $300 and increase based upon financial complexity.
Minimum Fee Charged for Hourly Planning Accounts:    300
 
 
 
Prepared By: Joseph Falchetta, CFP , CLU, ChFC

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