Rocsana Filip

"Rocsana is a thoughtful listener. She gets to know me by asking relevant questions and taking the conversation into other potential scenarios that I may not have considered. She is extremely knowledgeable due to her multiple professional credentials and work experience. I can always understand her explanations and examples. Based on my own individual circumstances, Rocsana has created a "custom fit" wealth plan strategy that meets my current needs and provides for future goals. She has successfully guided me to revisiting my Will, better manage investments, decrease worry and increase confidence by improving my retirement financial plans. I look forward to a continued relationship, for myself and my family members."

Karen Kabel
As of March 20, 2023.

Passion, knowledge, and a genuine interest for her clients best describe Rocsana Filip. We are very impressed by Rocsana's personalized and professional service to us and how she tailors this specifically to suit our situation and future needs. We feel very comfortable to put our finances in Rocsana's care and for her to guide us in the right direction. We would like to express our gratitude for the work Rocsana has done over the past years. Her expertise and attention to detail with which she has handled our financial affairs is exceptional. Particularly reassuring to us in our feeling of certainty in the absolute integrity of her dealings with us. Rocsana is always contactable, courteous, and helpful. Her professional, ethical and caring demeanor elicits our trust and respect. Her welcoming, friendly, professional, and personable nature allows her to work with us in providing sound financial advice and guidance. She always keeps us up to date in the financial sector. We have no hesitation in recommending Rocsana with complete trust and we look forward to a continued relationship with her."

Frank and Josephine Rinaldi
As of March 20, 2023.

"Meeting with a Financial Advisor was a bit scary for me and represents a lot of “firsts.” It was my first-time meeting with one as I was newly retired, and I did not have a clue about investments and what the best approach for me. I was introduced to Rocsana five months ago by my sister Karen, who had already established a professional relationship with her and she highly recommended Rocsana. Right from the first meeting, Rocsana has demonstrated an excellent understanding of my financial needs and goals, and she continues to deliver her advice with these clearly in mind. Rocsana took her time with me to discuss the best investment strategy approach and build my portfolio. I admit, I am still a little hesitant and shy delving into this new area of investment planning. However, I feel that with Rocsana's knowledge and guidance, my confidence and comfort level will only increase. I have complete trust in Rocsana and her professional abilities, and I find her advice relevant and prudent. She is very personable and relatable and she genuinely cares about her clients. She is always available to provide sound advice and she truly has my best interests at heart. I highly recommend Rocsana to others who are looking for trustworthy financial guidance."

Catherine Rapuska
As of March 20, 2023.

"We have been working with Rocsana Filip for several years now, and we can confidently say that her guidance and expertise have been invaluable to our financial well-being. She has taken the time to get to know us on a personal level and our financial goals. She has moulded a personalized investment plan that has met our expectations. She is always available to answer our questions and provide advice and helped us navigate through various financial decisions with ease. On numerous occasions, she has met us at a location convenient to us to discuss our financial plans. We appreciate her professionalism, attention to detail, and commitment to our financial success. We highly recommend her to anyone looking for a trusted financial advisor."

Nirmala and Koowarnauth Bharat
As of March 21, 2023.