Markets stayed on track nicely through the second quarter of 2021 with the S&P 500 posting a gain of just over 8%. For the quarter, the S&P 500 index was up about 8%, even after the month of September that saw a decline of approximately 4%. Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions.
Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC.
Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC.
Services
Joe Kovach, CFP is a Financial Advisor with 20 years of experience in assisting clients pursue their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to include the right investment options, building customized plans for each client's individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach.
Use our financial tools to get visibility into all of your accounts with a single secured login. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth Advisors, a Registered Investment Advisor.
Running a business can be all-consuming, leaving little time to plan for your financial future and your family's security. We can help you make sure that your personal finances are in order and that you're able to reap the financial benefits and tax advantages that ownership may afford. We work as your personal CFO so that you can focus on what you do best - maximizing business opportunities and enjoying your life.
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