About Rockwell Securities
A New York City investment firm since 2007, Rockwell Securities currently advises a spectrum of high-net-worth individuals and businesses. Taking a highly individualized and personal approach to financial consulting, the organization develops strategies that are tailored to meet the unique needs and objectives of each specific client. Unlike many modern advisory firms, which tend to overwhelm clients with confusing and disconnected information, Rockwell Securities provides comprehensive guidance and instruction through direct personal communication and long-term relationships.
Investment products offered by Rockwell Securities include corporate and municipal bonds, listed stocks, mutual funds, and money market funds. With more than 50 years of combined experience, the Rockwell executive team can also assist clients who wish to establish or manage independent retirement accounts, 401K programs, and 529 plans. Individuals who set up an Investment Access® Account with the firm will receive a Visa Gold® Debit Card, unlimited check processing, electronic access for direct deposits, and borrowing options through marginable securities.
Investment products offered by Rockwell Securities include corporate and municipal bonds, listed stocks, mutual funds, and money market funds. With more than 50 years of combined experience, the Rockwell executive team can also assist clients who wish to establish or manage independent retirement accounts, 401K programs, and 529 plans. Individuals who set up an Investment Access® Account with the firm will receive a Visa Gold® Debit Card, unlimited check processing, electronic access for direct deposits, and borrowing options through marginable securities.