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Behind the List with Rockland Financial Group

'Deliver high quality service to clients'

Planning for a stable financial future is imperative to quality of life.

Planning for a stable financial future is imperative to quality of life.

Consumer costs continuously rise and economic uncertainties can put a burden on how we live.

It’s never too early to start planning for retirement. Fortunately, throughout the Greater Lehigh Valley, there are many financial consultants and investment advisers to help you get started.

Here to answer this week’s “Behind the List” questions are Robert N. DiNicola and Robert D. McFarland, partners of Rockland Financial Group in Hanover Township, Northampton County.

Lehigh Valley Business: How long has Rockland Financial Group been operating in the Greater Lehigh Valley and what are its primary services?

Robert N. DiNicola and Robert D. McFarland: Rockland Financial Group was founded in 1989 with one branch in the New York area. It has since opened up four locations within Pennsylvania and New Jersey. Rockland Financial Group branched out into our Lehigh Valley locations in 2009 to meet the growing needs of our individual and corporate clients in the area.

We know that trust, like success, is earned. We take pride in caring for our clients, and their success drives our success. Our team of financial professionals has the depth and breadth of skills to design innovative strategies in the following areas: private client strategies include estate planning strategies, wealth preservation, wealth accumulation, insurance review and audit, asset management platforms, retirement planning and income stream in retirement planning, and education funding.

Corporate strategies include executive benefit plans, business continuation and business succession.

Our firm invests in the ultimate client experience which grows over time with our relationship-driven focus. We distinguish ourselves as financial professionals by working on building the strategies and creating a financial road map to help clients protect some of the most important things in life. That is our job.

Each day, we strive to earn our clients’ trust and confidence. That is our goal. A goal we constantly work on through our services and professional capabilities.

Christopher Holland
Christopher Holland is a researcher for Lehigh Valley Business and blogs on arts and entertainment in the region.

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