EAST ROCK FINANCIAL SERVICES
East Rock Financial Services provides financial planning consultation to individuals and couples.
EAST ROCK FINANCIAL SERVICES
Industry:
Consulting Financial Services
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.eastrockfinancial.com
Total Employee:
51+
Status:
Active
Contact:
1-415-779-2008
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Official Site Inspections
http://www.eastrockfinancial.com
- Host name: a16e665f42988324c.awsglobalaccelerator.com
- IP address: 13.248.243.5
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
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East Rock Financial Services provides trustworthy, comprehensive financial planning to individuals and couples. Our goal is to reduce your stress about money so that you can focus …See details»
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Team, Stephanie Lee, Rebecca Contin. Stephanie J. Lee, CFP®, is a California Registered Investment Advisor.Prior to founding East Rock Financial Services, Stephanie spent 10 years …See details»
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East Rock Financial Services provides trustworthy, comprehensive financial planning to individuals and couples. Our goal is to reduce your stress about money so that you can focus …See details»
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Overview East Rock Financial Services is a fiduciary: by law, we act in your best interest. We provide ethical, personalized, financial planning.See details»
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How We Work - East Rock Financial Services
Step 1: Initial Phone Call We hold a phone call with you to get an overview of your situation. This call usually lasts 15-20 minutes. We currently have a waiting list for new clients.See details»
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Fees - eastrockfinancial.com
Fee-only Approach. East Rock Financial Services is a fee-only firm. We never accept sales commissions, nor do we pitch investment products that benefit us financially.See details»