East Rock Financial Services provides trustworthy, comprehensive financial planning to individuals.

Our goal is to reduce your stress about money. We can coach you to make informed decisions and take control of your financial life. Services include:

  • Retirement Planning
  • Educational Expense Planning
  • Budgeting
  • Investment Management
  • Insurance Needs Assessment
  • Estate Planning Needs Assessment
  • Guidance for Estate Executors and Trustees
  • Tax Management of Investments

East Rock Financial Services is a California Registered Investment Advisor. As a fee-only firm, we do not sell products and are paid no commissions.