Rochelle Connor

Senior Financial Broker

Rochelle Connor

Senior Financial Broker

Senior Financial Broker

Rochelle Connor

5+ years in finance

About me

Name

Rochelle Connor

Position

Senior Financial Broker

Languages

english, russian, spanish, twi

Conact

Rochelle Connor 929 900 4305

Biography

With over 5 years of experience in the financial industry, Rochelle specializes in estate and retirement planning strategies. She has been a cornerstone of our team since its inception. Rochelle believes in creating tailored plans that not only meet but exceed our clients' expectations.

Reach out to us and we’ll guide you on your financial journey.

Free Consultation

My Expertise

Specialization

Personal Finance Workshops

Master personal finance through hands-on workshops

Estate Planning

Safeguard your legacy through expert estate planning

Nuances of Effective Budgeting Webinar

Strategic planning for a stable income flow

Junior Financial Literacy Bootcamp

A hands-on head start to mastering personal finance

Medicare Guidance

Quantify and manage financial risks effectively

Debt Coverage Management

Safeguard your family from substantial outstanding debt

Guaranteed Lifetime Income Assessment

Assess retirement savings to see if annuities should be implemented for guaranteed income throughout retirement

Health Insurance Review

Optimize withdrawals with tax-efficient strategies

Insurance Webinars

Stay updated with insightful insurance webinars

Life Insurance Consultation

Navigate tax regulations with ease compliance

Retirement Strategy Development

Strategize and plan for a worry free retirement

Supplemental Insurance Assessment

Maximize returns through insurance optimization

Other Experts

Stefan Müller

Tax Strategy Consultant