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Rocket Retirement LLC

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Hartford
CRD Number
Website rocketretirement.com
Client types

Overview

Rocket Retirement LLC provides comprehensive retirement planning and wealth management services to individuals and business clients. The firm uses advanced technology for risk management, easy account access and virtual connections to advisors, while emphasizing a holistic, client-centred approach that views the entire financial picture. Services span investment management, 401(k) participant and sponsor support, tax and estate planning, and lifestyle considerations. The approach is tailored, not off-the-shelf, treating each retirement journey as unique and employing tools and personal advice to help clients work toward their financial goals. The firm is based in Chester, Connecticut and affiliated with LPL Financial for brokerage services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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