Our office location at 5 South Main Street in Williamstown… in the Historic Main Street area
RockCrest Financial Reception Area
RockCrest Financial Reception Area
RockCrest Financial Office
Directions to our office. We are located in the center of Historic Main St in Monroe Township in an “almost” historic building built in 1920.
We’ve been quoted in…
Invite us to speak!
We offer talks on Social Security and retirement income planning to local employers, non-profits, clubs, and churches. Please contact us for more information on how we can offer a free educational workshop presentation for you organization’s needs!
Investment Risk Disclosure
Please remember that investing involves certain risks and potential loss of principal. It is important to fully understand that diversification and asset allocation strategies do not assure profit or protect against loss. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by RockCrest Financial will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. RockCrest Financial LLC does not give tax or legal advice. Please consult a professional in these areas for your personal situation.
RockCrest Financial LLC - Information & Disclosures
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.
• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security?
• How can I maximize my benefits?
• Will Social Security be enough to live on in retirement?