Trusted Insurance Firm in New York
NewRoc Financial LLC is your trusted partner for insurance and retirement planning in New York. We offer a range of services, including life, health, disability, and property insurance, as well as annuities and retirement planning. Our focus is on minimizing financial risks while helping clients build strong financial futures. Reach out to us today to discuss your needs and goals. Together, we’ll create a personalized plan to safeguard your financial well-being.
Strong Financial Relationships
With 23 years in the industry, we firmly believe that understanding insurance, especially life insurance, is crucial. NewRoc Financial LLC is committed to building strong client connections driven by care, integrity, and simplicity. Our success is grounded in relationships and referrals, highlighting our personal touch and dedication. We invite you to engage with us to explore your financial path, ensuring that your future remains secure and prosperous.
Protect What Matters Most
Health Insurance Plans
Navigate NewRoc’s health insurance options to ensure personalized coverage for you and your employees’ varied healthcare needs.
Reliable Life Insurance
Ensure financial stability with our life insurance options that protect your legacy and secure your loved ones’ future.
Retirement Planning Services
Plan for a comfortable retirement with our effective solutions that align income, Social Security, and tax-efficient savings strategies.
Holistic Financial Protection Services
Our Services page is designed to provide you with detailed insights into the range of insurance and retirement planning options we offer. We aim to minimize your financial risks and optimize your future plans.
Whether you're considering life, health, or disability insurance, or sophisticated financial strategies like annuities or retirement planning, our resources and services equip you with the clear and supportive guidance needed to make confident decisions.
Experienced Leadership
With over 23 years in the industry, our business is guided by a seasoned professional who holds CLTC and RICP certifications, ensuring that we provide expert advice and reliable financial guidance to our clients.
Relationship-Focused Approach
We thrive on building strong, lasting relationships with our clients, placing a high value on referrals. Our focus is on creating an environment where clients feel genuinely cared for and supported beyond just transactions.
Approachable Financial Planning
We prioritize clarity, simplicity, and honesty in all our services. We make financial planning approachable and stress-free, ensuring that preparing for the future doesn't have to be overwhelming.