Rockland Financial Group

CONNECT

Address:

4500 Everview Drive
Doylestown, PA 18902

Phone:

215-794-3911

Our Team

Scott A. Hynson 

Managing Partner

Phone: 215-794-3911

Email: Scott.Hynson@Rocklandfg.com 

Scott has been consulting with businesses for more than 30 years. He works with business owners to develop tax efficient business succession strategies* and employee benefits.He utilizes financial planning strategies to help individuals achieve their wealth accumulation needs and protect their families and their estate. Scott's particular area of focus is helping retirees and those near retirement design a steady income stream. In 2007, Scott completed a training program at the Wharton School, University of Pennsylvania and earned a Wharton Certificate in Retirement Planning. Based on the receipt of that certificate, AXA Advisors awarded Scott the title of Retirement Planning Specialist.

 

Joseph Falchetta, CLU®, ChFC®, CFP®

Partner

Phone: 610-660-4224

Email: Joseph.Falchetta@Rocklandfg.com

Joe has held many different roles in the Insurance & Financial Services sector dating back to 2011. He became a Partner in Rockland Financial Group in 2015.Joe primarily focuses his efforts on providing comprehensive financial planning strategies to families and closely held businesses.   After identifying key priorities and concerns, Joe works with his clients to implement strategies and recommendations that are tailored to their needs. The client’s strategic plan is reviewed on a regular basis by himself and his team to ensure that the plan continues to evolve as the client’s priorities and financial needs change over time. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Garrett Hynson 

Partner

Phone: 610-660-4537

Email: Garrett.Hynson@Rocklandfg.com

Garrett works with his clients to help them achieve their financial goals through holistic financial planning. His particular focus within the Rockland Financial Group team is in the in-depth analysis of investments. Additionally, he is involved in the creation of strategies to help efficiently minimize adverse tax implications within clients' financial plans. He completed the rigorous three levels of examinations for the Chartered Financial Analyst designation. The subject matter for this designation is focused on in-depth investment analysis and advanced portfolio management skills. 

 

Joe Keleher, ChFC®, CLU®

Senior Partner

Phone: (610) 660-4330

Email: joseph.keleher@axa-advisors.com

Joe has over 35 years of experience in helping to meet the planning needs of closely held businesses, their owners, and other high net worth individuals.

For three years, he taught and moderated business insurance classes for industry and client groups, in addition to teaching Society of Financial Service Professionals CE programs. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College. He is a member of the Philadelphia Estate Planning Council.

 

Fred Wojcik   

Trusted Advisor

Phone: 215-794-3280

Email: Frederick.Wojcik@Rocklandfg.com

Fred is a Financial Professional and brings over 30 years of experience working with owners and operators of privately held businesses. In his role as a financial professional with Trusted Advisors® , an AXA Financial Business, Fred enjoys working one on one with his clients and is able to apply his vast entrepreneurial experience in assisting clients who own and operate businesses.

  • Trusted Advisors® is a program of AXA Advisors, LLC and AXA Network, LLC.

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck