Rockdale Associates

Rockdale Financial Services, Inc. has been a trusted partner for individuals and businesses in pursuing their financial goals and lifestyle dreams for over 40 years. Our commitment to providing exceptional financial services has earned us the reputation of being a dependable and knowledgeable firm, with a trademark of "Imagine Retirement" that embodies our specialization in retirement planning.

Our experienced team of advisors has over 150 years of combined knowledge, experience, and wisdom. We treat our clients like they are a part of our family and take great pride in the honor of working with them. Our educational approach provides clients with clear explanations, transparency, and fiduciary care, making complex financial matters easy to understand.

Our Financial Services

At Rockdale Financial Services, Inc., we offer a broad range of financial services tailored to our clients' unique needs and goals.

*Retirement Planning:* As our specialty, we help our clients plan and prepare for their retirement years. Our approach involves getting to know our clients and their goals, analyzing their circumstances, and providing clear and transparent guidance throughout the process. We offer ongoing monitoring and accountability, ensuring our clients remain on track towards their retirement goals.

*Wealth Management:* Our comprehensive wealth management services include investment management, financial planning, and retirement planning. We work closely with our clients to understand their financial goals and risk tolerance, then develop a customized investment strategy to help them achieve those goals. Our ongoing monitoring and management of clients' investments ensures their portfolios remain aligned with their goals.

*Financial Planning:* We help our clients create a roadmap to financial success. Our financial planning services include cash flow management, debt management, tax planning, and estate planning. We work with our clients to understand their current financial situation, then develop a plan to help them achieve their long-term financial goals.

*Investment Services:* Our investment services include portfolio management, research, and analysis. We help our clients navigate the complex investment world, offering clear and transparent guidance to help them make informed investment decisions.

*Insurance Services:* We offer a variety of insurance products to help our clients protect their financial future. Our insurance services include life insurance, long-term care insurance, and disability insurance. We work closely with our clients to understand their insurance needs and develop a customized solution.

*Tax Resources:* We offer tax planning and preparation services to help our clients minimize their tax liability. Our tax services are designed to complement our clients' financial plans, ensuring a comprehensive approach to managing their financial affairs.

Our Team

Our experienced and knowledgeable team members are committed to providing exceptional financial services to our clients.

*Stephen W. Richman, President:* With over 35 years of experience in the financial services industry, Steve leads our firm, providing strategic direction and oversight of all operations.

*Guy A. Paredes, CPFA, RFC, RICP, Wealth Management Advisor:* With over 30 years of experience, Guy specializes in retirement planning and wealth management, providing customized solutions for our clients.

*Raymond C. Bock, Registered Representative:* With over 35 years of experience in the financial services industry, Ray provides investment research and analysis, portfolio management, and client services.

*Mitchell Nelson, Senior Wealth Manager:* With over 25 years of experience in the financial services industry, Mitch specializes in portfolio management and investment analysis.

*Thomas Lord, Client Relationship Manager:* With over 15 years of experience in the financial services industry, Tom provides exceptional customer service, building and maintaining strong relationships with our clients.

*Gabriele Menakis, Client Service Specialist:* With over 5 years of experience in the financial services industry, Gabby provides administrative support and exceptional customer service to our clients.

Testimonials

We are proud of the relationships we have built and the positive impact we have had on our clients' lives. Here are a few testimonials from our satisfied clients:

*"I have known Guy Paredes for some 35 to 40 years now. Through the years, I have had opportunities to change employers and at those times, Guy has been there to support me and help provide advice. Rockdale has helped manage my portfolio and help us manage our Medicare supplement insurance. I am confident to know that I can rely on Rockdale." - Tony C.*

*"Mr. Paredes has always given us objective financial advice and guidance to help us invest our initially small portfolio. As part of RFS, Guy's advice has enabled us to enjoy a comfortable retirement with an outlook for a financially secure future. We have always been treated with respect and courtesy and made to feel as though we were the most important clients RFS had." - Richard and Susan S.*

*"We have been clients of Guy Paredes and Rockdale Financial Services for many years. We started with small investments and over the years watched them grow. If it wasn't for Rockdale's expertise I would have abandoned my investments years ago. The returns are very satisfactory, especially in a very volatile market. They are very knowledgeable and promptly respond to any questions or concerns we have. We highly recommend Guy Paredes and Rockdale Financial Services." - Judith and Simo B.*