We are dedicated group of professionals completely committed to your financial well-being.
Since 1981 have navigated through different economic stages that provides the necessary experience to help you navigate in today’s economic challenges and opportunities.
Using such experience along with our sophisticated financial computerize software’s programs and our technical expertise, we can assure you a unique and different experience toward your path to your financial achievements and wellbeing.
We are independent advisers; providing a non-bias recommendations using the most contemporary and advance products and services available in the market today from the most recognized providers in the industry.
We are an integral part of individuals and or corporation’s financial team specialized in wealth management, qualified retirement (401K & Keogh) plans, estate planning, Insurance and investments.
Our team of financial professionals can help you in::
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Whether you are a business owner seeking to protect your business, provide employee benefits and preserve it for the future, or an executive who wants to create, protect and preserve wealth for the future, the specialists at Rocafort Group provide the tools and strategies to help you plan your financial future.
Jean Karlo Rocafort and Franklin Rocafort are registered representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services are also offered by Franklin Rocafort through Cetera Advisor Networks LLC. Cetera is under separate ownership from any other named entity.
Company Details
- Employees
- 9
- Address
- Fd Roosevelt Ave., Marginal Sur 114,puerto Rico
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- rocafortgroup.com
- Keywords
- San Juan.
- HQ
- San Juan, PR
Rocafort Group Questions
Rocafort Group's website is rocafortgroup.com
Rocafort Group's LinkedIn profile is https://pr.linkedin.com/company/rocafort-group
Rocafort Group has
9 employees.
View email and phone details for 9
employees at Rocafort Group.
Rocafort Group's industry is
Financial Services
Rocafort Group's top competitors are
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Rocafort Group's categories are Financial Services
