RockHaven Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

11440 N Jog Rd, West Palm Beach, Florida...

Phone Number

(561) 472-2700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About RockHaven Wealth Management

RockHaven Wealth Management offers retirement planning, investment management, and financial guidance with over 40 years of experience. They provide tailored services to individuals, families, and small business owners, helping clients navigate financial decisions at every life stage. Their offerings include customized portfolio management, retirement strategy development, life insurance options, and long-term care planning. The firm emphasizes a clear, collaborative approach to financial planning, ensuring that clients' unique goals and needs are met.Explore more
Popular SearchesRockHaven Wealth ManagementRockHaven WMSIC Code 62,628NAICS Code 52,523Show more

RockHaven Wealth Management Org Chart

PhoneEmail
MZ
United States flag for contact location.

Office Manager

PhoneEmail
RW
United States flag for contact location.

Manager, Wealth Gwn Securities, Inc

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RockHaven Wealth Manageme...

<$5M
1-10
Private
-
2017
MZ
Maureen ZukoskyOffice Manager
<$5M
1-10
Private
-
2013
CL
Clarence LoManager, Operations
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RockHaven Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RockHaven Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RockHaven Wealth Management.

RockHaven Wealth Management Tech Stack

A closer look at the technologies used by RockHaven Wealth Management

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Frequently Asked Questions Regarding RockHaven Wealth Management

What is RockHaven Wealth Management's official website?
RockHaven Wealth Management's official website is www.rockhavenwealth.com
What is RockHaven Wealth Management's Revenue?
RockHaven Wealth Management's revenue is <$5 Million
What is RockHaven Wealth Management's SIC code?
RockHaven Wealth Management's SIC: 62,628
What is RockHaven Wealth Management's NAICS code?
RockHaven Wealth Management's NAICS: 52,523
How many employees does RockHaven Wealth Management have?
RockHaven Wealth Management has 1-10 employees
What industry does RockHaven Wealth Management belong to?
RockHaven Wealth Management is in the industry of: Finance, Securities Trading
What is RockHaven Wealth Management competition?
RockHaven Wealth Management top competitors include: Wealth Management Group, Norris Financial Group, RZA Wealth Management, Stone 8 Wealth Management
What technology does RockHaven Wealth Management use?
Some of the popular technologies that RockHaven Wealth Management uses are: Sentry, Squarespace Online Stores, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact RockHaven Wealth Management?
RockHaven Wealth Management contact info: Phone number: (561) 472-2700 Website: www.rockhavenwealth.com
What does RockHaven Wealth Management do?

RockHaven Wealth Management offers retirement planning, investment management, and financial guidance with over 40 years of experience. They provide tailored services to individuals, families, and small business owners, helping clients navigate financial decisions at every life stage. Their offerings include customized portfolio management, retirem... ent strategy development, life insurance options, and long-term care planning. The firm emphasizes a clear, collaborative approach to financial planning, ensuring that clients' unique goals and needs are met.Read More

Is RockHaven Wealth Management a public company?
RockHaven Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about RockHaven Wealth Management

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