Wealth begins when you take a long-term view

Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and values drive the plan. It is our job to translate those visions and values into an integrated plan that encompasses:

•Personal investment strategies
•Tax planning techniques
•Retirement readiness
•Estate planning
•Insurance analysis
•Maximizing financial opportunities

At RWS Financial Group, we utilize our knowledge and experience in retirement and wealth strategies to guide you through your financial journey.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through RWS Financial Group LLC, a Registered Investment Advisor. Cambridge and RWS Financial Group LLC are not affiliated.

Insurance

Investment Management

Retirement & Wealth Strategies

Rocco Scarsella

Sue Allor

Mary Ann Newbill

Nicholas U. Scarsella

Antonio R. Scarsella

The Financial Services team at Retirement & Wealth Strategies specializes in developing comprehensive, long-term financial plans tailored to individual client needs. This team conducts personal investment strategy planning, tax planning, retirement readiness assessments, estate planning, insurance analysis, and aims to maximize financial opportunities. With a diverse group of professionals including registered representatives, insurance agents, financial professionals, and certified financial planners™, they guide clients through their financial journey to align with their visions and values.

Financial Services

Client Services Team

Leadership Team

Financial Services

About

Team members

Other teams at Retirement & Wealth Strategies

Client Services Team

Leadership Team