River Rock Financial
For River Rock Financial
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Overview
2 - 9
Employees
ABOUT RIVER ROCK FINANCIAL
Tax & Financial Services in Yonkers, NY
The current economic landscape poses numerous challenges, but it also offers opportunities and potential rewards for those who can spot long-term trends. Whether you are approaching retirement or seeking to gain a clearer understanding of specific investment concepts, we are here to help you tackle your most urgent financial concerns. Ensuring your overall financial success is our top priority. We aim to gain insight into your unique situation, identify your aspirations, and assess your risk tolerance. Building long-term relationships based on open and honest communication has been fundamental to my success. As a financial professional, I am dedicated to assisting individuals like you in developing strategies for managing retirement assets. Once I grasp your risk appetite, time frame, and objectives, I will work tirelessly to create a plan that effectively balances investment strategies while safeguarding your principal and minimizing tax liabilities.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Tax Consulting
About the Team
OUR STORY
River Rock Financial, led by Managing Director Fernando Maisonave, champions a client-centric approach rooted in trust, understanding, and effective communication. With over 40 years of experience and multiple state licenses, Fernando specializes in holistic financial planning, encompassing tax reduction, life insurance, retirement, and estate planning. Tax Practitioner Diana Maisonave brings her 18 years of tax preparation expertise and over 25 years in office administration, ensuring compliance and up-to-date service. Committed to personalized strategies, the firm addresses challenges like debt management, education funding, and tax minimization. Embracing innovative solutions, River Rock Financial dedicates its resources to helping clients achieve and monitor their financial goals with confidence and clarity.
Locations
Headquarters
73 Market St. Suite 376
Yonkers, New York, United States 10710