SERVICE OVERVIEW

Financial Planning for Business Owners

A comprehensive plan for both personal and business finances.

How We Can Help

Wealth Management
Tax Planning
Risk Management
Retirement Planning for Business
Succession Planning
Protect-Your-Estate

Wealth Management

We want to make sure you're prepared for any life changes thrown your way. We conduct an analysis of your entire financial overview. Then we apply a holistic approach to creating a long-term financial plan that includes all your life goals.

Protect-Your-Estate

Building Financial Strategies for Business Owners

By integrating your business and personal financial planning, Blue Rock Financial Group can help you simplify the process, providing tax and retirement planning opportunities.
TALK TO AN ADVISOR
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Frequently Asked Questions

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Blue Rock by the Numbers

Client-focused. Full-service. Face-to-face. Today, and year after year.
40

-

0

%

Average Net Worth
Increase Over 5 Years

49

%

Client
Retention

50

%

Advisors hold
Professional Designations

Are you an accountant, attorney or other trusted advisor?
CONNECT WITH AN ADVISOR

Your Team

    DAWN MITCHELL

    Client Service Representative

    STEVE BART

    Operations Specialist

    JEFF KACZMARCZYK, CFA®

    Financial Advisor

    KELLY KACZMARCZYK, CFP®

    CCO & Director of Operations

    JAMES WHALEN, CFP® CIMA®

    Lead Advisor | Financial Planner

    TODD ROSELLE, CFP® CHFC®

    President | Founder

    STACHE

    Director of First Impressions

      Your Team

      JEFF KACZMARCZYK, CFA®

      Financial Advisor

      KELLY KACZMARCZYK, CFP®

      CCO & Director of Operations

      JAMES WHALEN, CFP® CIMA®

      Lead Advisor | Financial Planner

      TODD ROSELLE, CFP® CHFC®

      President | Founder

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