East Rock Financial Services is a reputable California Registered Investment Advisor based in the Bay Area, specializing in providing comprehensive financial planning services to individuals and couples. With a commitment to reducing financial stress, they offer trustworthy advice and guidance, allowing clients to focus on what truly matters to them.
As a fee-only firm, East Rock Financial Services does not engage in product sales or receive commissions, ensuring unbiased recommendations. Their expertise has been recognized by renowned publications such as The New York Times, The Wall Street Journal, CNBC.com, and BBC.com, covering various topics including estate planning, charitable giving, tax-loss harvesting, long-term care insurance, and more.
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