Rockmoor Wealth Management
Rockmoor Wealth Management excels in delivering tailored planning solutions for high-net-worth individuals and corporations. Rockmoor Wealth Management is one of the Three Best RatedĀ® Financial Services in Nanaimo, BC.
Contact Business
Video
Reviews
Great experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu.
I was referred to David LeNeveu for expert advice and received exactly that! David was extremely knowledgeable/professional, forthcoming with his advice, and very efficient with following up. Based on my experience, I would highly recommend his services.
The level of service Rockmoor Wealth provides is top notch! David and Colton are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
Write a Review
Location / Contact:
- 5160 Dublin Way, Suite 204, Nanaimo, BC V9T 0H2
- Phone : (250) 618-0386
- Mobile : (250) 202-1127
- EMail : inf***@r***.com
- Website : rockmoorwealth.com
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Nanaimo:
-
BPF WEALTH LTD. 680 North Terminal Avenue, BC V9S 4K2
-
PACIFIC CHOICE FINANCIAL LTD 5369 Fillinger Cres, BC V9V 1H6