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      General Info

      Working in the Financial Services sector since 1969. Attained the Certified Financial Planner designation in 1981. Specializing in Small Business advising, College Funding advice for parents of High School Juniors and Seniors, and Lump-Sum Qualified and Non-Qualified Retirement Plan Roll-Overs.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 330-644-6304

      Address:
      3513 Dollar Dr Coventry Township, OH 44319

      Reviews

      5
      1 Reviews
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      anonymous

      02/02/12

      5.0

      My wife and I have been working with David Rocca for four years, and he has been amazingly refreshing compared to other financial planners we have talked with. He is almost brutally honest when discussing risk, and he is able to explain investments in a way that we actually understand what he is saying. We hae recommended him to family and friends and they are also very pleased

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      Category
      Financial Planning Consultants
      Location
      Y
      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.