Rockmoor Wealth Management
5/5
★
based on 8 reviews
Contact Rockmoor Wealth Management
| Address : | 5160 Dublin Way #204, Nanaimo, BC V9T 0H2, Canada |
| Phone : | 📞 +88 |
| Website : | https://rockmoorwealth.com/ |
| Categories : | |
| City : | T |
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Devin Jahelka on Google
★ ★ ★ ★ ★ With the early part of my career being spent working in Vancouver in the private wealth division of a global investment bank and with extremely high expectations, for the past decade plus I had always primarily self-managed my financial affairs...that is, until I was introduced to the team at Rockmoor Wealth Management. What initially began as a business introduction from mutual contact quickly transitioned into a client relationship, as it was soon evident that the team at Rockmoor approached their profession with extreme diligence, care, and a true client-first approach. David, Terry, Randi, and the whole team at Rockmoor have been exceptional to work with from day 1. They took the time to understand our situation and long-term goals, have never applied any pressure or made any suggestions that I haven’t wholeheartedly believed were in our best interest, outlined a range of insurance options with varying cost structures to ensure we were adequately protected, and our financial portfolio has performed exceptionally well both while the market has been on the rise and during times of volatility. As far as wealth management firms go, and for that matter professional service providers in general, this firm is on another level. I will certainly be looking for opportunities to introduce those in need of discretionary wealth management and insurance advisory services to the team at Rockmoor Wealth Management!
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Colton McNeil on Google
★ ★ ★ ★ ★ I recently had the opportunity to collaborate with David from Rockmoor Wealth Management. Both David and Terry attended the initial client meeting and patiently explained their approach to my clients. Their knowledge and client first approach was welcomed and appreciated. My clients are excited to have a clear path forward while they work to obtain their retirement goals. I look forward to the opportunity to work with David and Terry again in the future!
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J L on Google
★ ★ ★ ★ ★ I have been collaborating with the Principal of Rockmoor (David) for about a year and couldn't be happier. My clients have enjoyed learning from David, he is also very patient and highly knowledgeable. I will continue to recommend Rockmoor to future clients and Advisor!
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Rachelle McMann (hairbyrachellemcmann) on Google
★ ★ ★ ★ ★ My family and I have invested with Rockmoor Wealth Management for the past few years. I feel confident entrusting them with our portfolio. They have done a great job keeping us up to date and planning for our future.
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Dave Bare on Google
★ ★ ★ ★ ★ My family and I have been working with David LeNeveu for the last few years and have been delighted with the service and the results of the investments that we have done with Rockmoor Wealth Management. Very careful attention to detail and professional, knowledgeable service is what you will find here. Highly recommended!
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Lauren Drzewiecki on Google
★ ★ ★ ★ ★ Dave & his team at Rockmoor have raised our standards of what financial advising should provide. We feel both financially empowered with the knowledge Dave has provided us on our insurance and investments, and assured our evolving needs and opportunities are being met in a timely manner.
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Kristie Stefano on Google
★ ★ ★ ★ ★ David LeNeveu & His team @ Rockmoor Wealth Management have consistently provided our family & small business with valuable knowledge & insight. Their dedication, vision & commitment to protecting, growing & evolving our investments has been greatly appreciated. Thank You for taking such great care of us.
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Joe Foglia on Google
★ ★ ★ ★ ★ David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs.
Very knowledgable, professional & truly wants what's best for his clients.
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