Rockmoor Wealth Management
30 Reviews
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
About the Business
Home - Rockmoor Wealth Management | Personal and Corporate Financial Services and Wealth Management Nanaimo - creating growth and long-term prosperity through our quality wealth management.
Contacts
Website
Call Us
+12506180386
5160 Dublin Way #204, Nanaimo, BC V9T 0H2
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Dave Bare
12.10.2023
Rockmoor Wealth Management
My family and I have been working with David LeNeveu for the last few years and have been delighted with the service and the results of the investments that we have done with Rockmoor Wealth Management. Very careful attention to detail and professional, knowledgeable service is what you will find here. Highly recommended!
Baylee Justine
11.10.2023
Rockmoor Wealth Management
Great experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu.
Joe Foglia
09.09.2023
Rockmoor Wealth Management
David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs.Very knowledgable, professional & truly wants what's best for his clients.
Dan Morison
26.08.2023
Rockmoor Wealth Management
David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings. I left with more knowledge about my finances and felt comfortable with obtainable goals and a plan going forward to update and amalgamate my accounts and policies.Highly recommend!
Cory Koesdibyo
21.08.2023
Rockmoor Wealth Management
The level of service Rockmoor Wealth provides is top notch! David and Colton are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
Kristie Stefano
29.07.2023
Rockmoor Wealth Management
David LeNeveu & His team @ Rockmoor Wealth Management have consistently provided our family & small business with valuable knowledge & insight. Their dedication, vision & commitment to protecting, growing & evolving our investments has been greatly appreciated. Thank You for taking such great care of us.
Mik
25.07.2023
Rockmoor Wealth Management
I was referred to David LeNeveu for expert advice and received exactly that! David was extremely knowledgeable/professional, forthcoming with his advice, and very efficient with following up.Based on my experience, I would highly recommend his services.
Lauren Drzewiecki
25.07.2023
Rockmoor Wealth Management
Dave & his team at Rockmoor have raised our standards of what financial advising should provide. We feel both financially empowered with the knowledge Dave has provided us on our insurance and investments, and assured our evolving needs and opportunities are being met in a timely manner.
Alexandre Paré
21.07.2023
Rockmoor Wealth Management
I had the pleasure of speaking with the team at Rockmoor Wealth Management and their financial advice was truly invaluable. I appreciate the time they took to educate me. Thanks to them, I highly recommend if you're looking for expert financial advice.
J L
18.07.2023
Rockmoor Wealth Management
I have been collaborating with the Principal of Rockmoor (David) for about a year and couldn't be happier. My clients have enjoyed learning from David, he is also very patient and highly knowledgeable. I will continue to recommend Rockmoor to future clients and Advisor!
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5160 Dublin Way #204, Nanaimo, BC V9T 0H2
Rockmoor Wealth Management