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College Planning, Funding & Financial Aid Strategies designed to help your family pay less for college.
Retirement & Income Planning to help you reach Financial Independence and stay there!
Professional Investment Management, to help build wealth and retirement income, customized to your risk level.
Your access to Personal Financial Tracking, Goal Planning, Secure Document Vault and more!
We offer complimentary presentations on college planning and retirement planning to local non-profit organizations, youth sports clubs, churches, schools, employers, and others. Please contact us for more information on how we can offer a free presentation to your company, organization or help with a fundraiser!!
5 South Main Street, Suite A
Williamstown, NJ 08094
RockCrest Financial LLC is a registered investment advisor in the states of New Jersey and Pennsylvania. We also currently serve a limited number of clients in California, Georgia, Nebraska, and Virginia.
Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RockCrest Financial LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of RockCrest Financial LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
RockCrest Financial LLC and Steven A. Boorstein, CFP®, are not responsible for the content or technology of any sites that you may link to through this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.