Our Services

While developing a customized financial program, Rockefeller & Associates will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established,  customized appropriate strategies will be instituted to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Fee-Based Investment and Wealth Management
  • Retirement strategies 
  • Estate conservation
  • Annuity products
  • Long term Care Insurance
  • Life Insurance
  • Disability Insurance