Tony Curiale
I am confident to know that I can rely on Rockdale...
I have known Guy Paredes for some 35 to 40 years now. Engineering firms throughout the nation were all cutting benefits to employees as a result of lower client fees; and not having any advocacy like factory workers or union-protected workers, the only retirement avenues open were the 401(k) products they were able to offer.
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.
At Rockdale, Guy would often meet with me to go over my retirement goals, make suggestions and help guide me. Nearing my retirement, we collaborated to set up a feasible retirement.
Rockdale has helped manage my portfolio. In addition, members of the Rockdale team help us to manage our Medicare supplement insurance. I am confident to know that I can rely on Rockdale.
This testimonial and/or endorsement was given by clients of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
Tony Curiale
I am confident to know that I can rely on Rockdale...
I have known Guy Paredes for some 35 to 40 years now. Engineering firms throughout the nation were all cutting benefits to employees as a result of lower client fees; and not having any advocacy like factory workers or union-protected workers, the only retirement avenues open were the 401(k) products they were able to offer.
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.
At Rockdale, Guy would often meet with me to go over my retirement goals, make suggestions and help guide me. Nearing my retirement, we collaborated to set up a feasible retirement.
Rockdale has helped manage my portfolio. In addition, members of the Rockdale team help us to manage our Medicare supplement insurance. I am confident to know that I can rely on Rockdale.
This testimonial and/or endorsement was given by clients of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
Tony Curiale
I am confident to know that I can rely on Rockdale...
I have known Guy Paredes for some 35 to 40 years now. Engineering firms throughout the nation were all cutting benefits to employees as a result of lower client fees; and not having any advocacy like factory workers or union-protected workers, the only retirement avenues open were the 401(k) products they were able to offer.
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.
At Rockdale, Guy would often meet with me to go over my retirement goals, make suggestions and help guide me. Nearing my retirement, we collaborated to set up a feasible retirement.
Rockdale has helped manage my portfolio. In addition, members of the Rockdale team help us to manage our Medicare supplement insurance. I am confident to know that I can rely on Rockdale.
This testimonial and/or endorsement was given by clients of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
