Rocafort Group
Finance · Puerto Rico, United States · 11-50 Employees
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Overview
Headquarters
114 Marginal Fd Roosevelt, San Juan, Pue...Phone Number
(787) 777-6281Website
www.rocafortgroup.comRevenue
$8.2 MillionIndustry
About Rocafort Group
Rocafort Group is a boutique financial planning firm based in Puerto Rico, dedicated to empowering affluent clients to achieve their financial goals through personalized and comprehensive planning. With over 40 years of experience, they offer a range of services including investment management, retirement planning, and fiduciary services, all tailored to meet the unique needs of individuals, business owners, and employers. The firm emphasizes objective and transparent advice, prioritizing clients' best interests while providing strategies to maximize returns and minimize risks. Their commitment to trust, honesty, and integrity underpins their approach to financial planning and consulting.Explore more
Rocafort Group Org Chart
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Rocafort Group is a boutique financial planning firm based in Puerto Rico, dedicated to empowering affluent clients to achieve their financial goals through personalized and comprehensive planning. With over 40 years of experience, they offer a range of services including investment management, retirement planning, and fiduciary services, all tailo... Read More
