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Wealth Management, Tailored To You

Our 3 Step Process | Imagine Retirement® the way it should be!

Complementary Introductory Consultation

One of our experienced advisors will walk you through the process.

Strategic Planning
Our team will analyze your circumstances and provide an educational process with clear explanations, transparency, and fiduciary care.

Engagement
With your collaboration, we will act upon your Imagine Retirement® analysis and walk through the process together. In addition, we provide accountability and ongoing monitoring to keep you on track.

Why Rockdale?

For over 40 years Rockdale Financial Services, Inc has helped individuals and businesses pursue their financial goals and lifestyle dreams.

At Rockdale we specialize in retirement planning, that’s why our trademark is Imagine Retirement®.

Our team of advisors have over 150 years of combined knowledge, experience, and wisdom!

Rockdale’s educational approach will provide you with clear explanations, transparency, and fiduciary care.

We treat our clients like they were a member of our family and all of us at Rockdale would consider it an honor to work with you!

Learn more

Meet Our Team

Thomas Lord

Thomas Lord

Client Relationship Manager

(732) 695-2100 ext 101

(732) 695-2090

What Our Clients Have To Say

Tony C.

Tony C.

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.

Richard and Susan S.

Richard and Susan S.

My wife and I have been professionaly associated with Guy Paredes since the 1980's, prior to his joining Rockdale Financial Services (RFS).

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.

My wife and I highly recommend RFS to all who are interested in obtaining objective financial advice and investing their portfolio to help pursue maximum returns.

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.

Judith and Simo B.

Judith and Simo B.

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 guidance we would not have been able to retire comfortably and live the lifestyle that we currently do.

We have been very happy with their services and their friendship.

We would recommend anyone who wants to retire to utilize their services.

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.

Francis C. M.

Francis C. M.

The trust, respect, and confidence that Guy Paredes and Rockdale Financial Services Group, have kept me informed, guided and helped me see a clear, safe, confident retirement.

My decision to go with Rockdale Financial was one of the best decisions I have made.

Information, communication, and confidence with Guy and Rockdale Financial have left me with confidence for a more secure future with my investments.

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.

Joe L.

Joe L.

I have been a client of Steve Richman's for over 35 years. He has helped my company with our 401k and group health insurance plan. Steve has also provided advice regarding my retirement, business planning and estate planning.

Rockdale has always been there anytime I was in need of advice or service. Steve has always provided various options with regard to insurance coverages or investment choices.

I would highly recommend Rockdale and Steve if you are looking for sound financial advice.

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.

Helen M.

Helen M.

My recent meeting with Guy Paredes of Rockdale Financial Services was very professional and personal. I am 87 years old, and I was extremely pleased to learn so much from our meeting. I recommend Rockdale to review your financial requirements.

Donna W.

Donna W.

I took my 87-year-old mom for a financial meeting with Guy Paredes. He was patient, knowledgeable, and thorough. He saved my mom money and gave great advice about properties she owns. Helpful and informative, I would highly recommend Guy Paredes and Rockdale Financial Services.

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