TOP 30 Trusted business guide in Bala Cynwyd, Pennsylvania

2 results found

Merrill Lynch Financial Advisor Rocco Rugnetta, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a trusted institution offering personalized financial advisory and wealth management services. Rocco, a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, has over a decade of experience in managing retirement services and specializes in providing advisory services to affluent families, professionals, business owners, and corporate executives. With a focus on investments, retirement income strategies, corporate retirement plans, endowment & trust services, and college 529 plans, Rocco is dedicated to helping clients achieve their financial goals. Rocco holds an MBA in Finance and has earned designations such as Chartered Retirement Planning Counselor and Certified 401(k) Professional. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding each client's unique goals and priorities, Rocco and his team create customized financial strategies that evolve with changing life circumstances and market conditions.

KM Financial Partners is a premier financial institution located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States. Specializing in finance, our team of experts is dedicated to providing top-notch financial services to our clients. With a focus on personalized solutions and unparalleled customer service, we strive to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, KM Financial Partners is here to help. Trust us to guide you towards a secure financial future.