Financial
Planning with
Confidence

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Your Goals.
Our Expertise.
Your Success.

Blue Rock is committed to developing & implementing the best plans that reflects both your short and long term goals.

Who We Serve. Tell Us A Little About Yourself.

We offer a holistic approach to wealth management, connecting your current financial landscape with your future goals. From asset management, estate planning, business retirement plans, and more, we do the heavy lifting, so you can focus on doing what you do best.
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WHO WE SERVE

Our Services for Individuals

Services for Individuals


It's time to start planning with confidence. Our financial advice is centered around your financial objectives. Every comprehensive plan is custom tailored to you. Why? Because generic financial plans don't see the bigger picture of you. Our goal is to deliver personalized service where clients get access to the very best in the industry.
We leave no room for stress. We will explain relevant details in layman’s terms and relieve stress by implementing the logistical parts of your plan on your behalf.
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Our Services for Businesses

Services for Businesses


Financial Planning should be at the top of every business's list. We assist business owners with the implementation of your 401k, retirement plan, and succession plan. We provide detailed processes for investment selection, management of fiduciary duties, and fee benchmarking.

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Comprehensive Financial Services

Your goals are personal. Your financial plan should be too. We lay the building blocks for a more confident financial future - covering essentials, ensuring lifestyle, preparing for the unexpected, and/or leaving a legacy.

About Blue Rock Financial Group

Blue Rock Financial Group is a financial services firm offering a fee-based platform that provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives.

Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plans.

Client-focused. Full-service. Face-to-face. Today, and year after year.
40

-

0

%

Average Net Worth
Increase Over 5 Years

49

%

Client
Retention

50

%

Advisors hold
Professional Designations

Are you an accountant, attorney or other trusted advisor?

Meet Our Team

Meet Our Team

    TODD ROSELLE, CFP® CHFC®

    President | Founder

    JAMES WHALEN, CFP® CIMA®

    Lead Advisor | Financial Planner

    KELLY KACZMARCZYK, CFP®

    CCO & Director of Operations

    Nicholas Lombardo, CFA®

    Financial Planner

    JEFF KACZMARCZYK, CFA®

    Financial Advisor

    STEVE BART

    Operations Specialist

    DAWN MITCHELL

    Client Service Representative

    Delaney Argo

    Client Service Representative

    Tabitha Thomas

    Marketing & Event Coordinator

    STACHE

    Director of First Impressions

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      Book Background

      NEW RELEASE - Now Available on Amazon!

      Plan with Confidence – A Financial Planning Guidebook explores the many facets of financial planning from what you should be looking for when working with a financial planning professional. This book aims to empower readers with insider financial planning knowledge so that they have the appropriate tools for long-term financial success.
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