Klein Financial - Michael Klein - Home Page
 

Home

 
Welcome to Rockwell Associates. We are a premier financial service organization with a rich history in Wilmington, Delaware. Rockwell Associates was established in 1965 by Richard Rockwell Sr. and has offered sound financial advice ever since. Our firm of dedicated financial advisors is here to help you.

Our Mission
The experienced professionals at Rockwell Associates are committed to helping you, our client to achieve your most important, life-long goals. By using a comprehensive, economic model with an eye towards protecting your assets first while growing wealth that you can use and enjoy today, in retirement and to be passed down to your family.

A Tradition of Commitment and Dedication
Our objective is to help you, your family and your business prepare for a secure financial future. To accomplish this, we take a step-by-step, consultative approach to personal and business planning that is designed to help identify and address your unique goals and objectives. We have combined the talents of well-trained, experienced professionals who understand how to overcome potential roadblocks and build a program to help you achieve financial success. Combined, our associates have over 100 years of experience in the industry. You will benefit from this diverse team of financial professionals by having the most comprehensive, creative plan possible.

A Consultative, Economics-Based Approach
At Rockwell, we know that no two individuals or businesses are alike. That's why we believe a consultative approach is critical to helping you identify and define your most important goals.
During the process, we carefully consider all the factors that may affect your strategy, particularly taxes and inflation, which, without proper planning, could have a devastating, impact on your ultimate goal. And, when appropriate, we will work together with your other professional advisors to ensure that we take care of your total financial needs.

Integrity and Commitment
One of the most important aspects of any relationship is trust. At Rockwell Associates, we earn your trust. We are committed to providing you with the products and services that will help address your specific needs and goals. You have worked hard to get where you are today. We work hard to help you get to where you want to be tomorrow and well into the future.

 


Rockwell Associates - home page

SEE WHAT WE DO
STRATEGY
PROCESS
OUR TEAM
RESOURCES
EVENTS
CAREERS
CONTACT

 

Rockwell Associates
1521 Concord Pike, Suite 305,
Brandywine Plaza West
Wilmington, DE   19803-3644
Phone: 302-655-7151
Fax: 302-655-3042

 


 
 
   All Contents © 2010 Rockwell Associates Home | Our Team | Strategy | Process | Resources | Careers | Contact Us