Rockfleet Financial Services Inc

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33 Years

in Business

(212) 572-9813Call Visit WebsiteVisit Website Map & DirectionsDirections515 Madison Ave Rm 27eNew York, NY 10022 Write a ReviewWrite Review

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Rockfleet Financial Services Inc

Charitable Giving
This comprehensive guide is meticulously crafted to empower individuals like you with a detailed, practical roadmap, offering a strategic approach to take control of your financial future. We’ve harnessed insights from definitive sources, covering indispensable topics such as tax deadlines, year-end strategies, wealth transfer blueprints, trust planning tactics, and the art of strategic charitable giving. Read More

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Places Near New York with Collection Agencies

Long Island City (3 miles)
Astoria (4 miles)
Hoboken (5 miles)
Jackson Heights (7 miles)
Elmhurst (8 miles)
Jersey City (9 miles)
Forest Hills (12 miles)
Brooklyn (12 miles)
Flushing (13 miles)
Bronx (14 miles)

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Extra Phones

Phone: (212) 872-9813

Location

Dumont Bldg

Neighborhoods

Midtown Manhattan, Midtown East

AKA

Millennium Financial Services Inc.

Rockfleet Financial Svc Inc

Other Link

http://www.rockfleetfinancial.com

Categories

Collection Agencies, Financial Services

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Details

Phone: (212) 572-9813

Address: 515 Madison Ave Rm 27e, New York, NY 10022

Website: http://www.rockfleetfinancial.com

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Rockfleet Financial Services Inc

Charitable Giving
This comprehensive guide is meticulously crafted to empower individuals like you with a detailed, practical roadmap, offering a strategic approach to take control of your financial future. We’ve harnessed insights from definitive sources, covering indispensable topics such as tax deadlines, year-end strategies, wealth transfer blueprints, trust planning tactics, and the art of strategic charitable giving. Read More
Income Tax
Upon death, holding title to your assets as community property provides significant income tax advantages for the surviving spouse.

Investment Management
Mutual Funds
The firm’s institutional distribution capabilities center around its high concentration of relationships with 2nd and 3rd tier investors, including wealth managers, investment advisors, trust departments, and smaller insurance companies, who have emerged and remain a key source of demand for primary and secondary product. National and state specific mutual funds and larger insurance companies remain important components in any marketing strategy. Rockfleet distributes new issue information to over 3,400 individuals at institutions that buy municipal securities.
Wealth Management
Money Market Funds
Rockfleet’s retail distribution centers around what is commonly called “professional retail” or “conduit retail.” Rockfleet’s target market is 2nd and 3rd tier investors, including wealth managers, investment ad-visors, etc. These “retail conduits” (i.e., mutual funds, money market funds, close-end funds and ex-change traded funds), together with individual investors, comprise the majority of all holders of municipal securities.

Financial Planning
Rockfleet's transportation-related advisory experience includes mass transit, bridges and tunnels, transportation centers, and airports. We can assist in all aspects of financial planning, including grant management, federal loans, and bond issuances. Learn More
Living Trusts
Given your unique circumstances, you will fall into one of three general categories - estate plan built around a revocable living trust, estate plan built around a simple will, or an estate plan built around Powers of Attorney.

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