Our Financial Services:

Your Pathways to

Financial Freedom

In each area of service that we offer, we promise that you will receive the very best financial planning in the industry. This list is not inclusive of all types of financial services. If you don't see a service you need, please contact us to inquire. 


Retirement Planning

Face the future full of promise with a retirement plan that meets your needs today and at your designated point of retirement.

Strategic Investments


We provide practical and strategic advice and guidance for your investment plan.

Estate Planning


Draw upon our full complement of services to safeguard and manage your assets. Enjoy your wealth today while protecting your legacy.



Protecting you and your loved ones with affordable and practical insurance solutions.

Portfolio Construction


Constructing your portfolio with the optimum mix of securities and diversification

Financial Coach


Guiding you through impactful financial decisions for your total financial health

Free Consultation & Evaluation

Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with the current market and future trends, tempered by sound consideration. You’ll find all that and more with deRocco Financial Group. 

Scroll to Top