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Carvertise

Blog Events

August 14, 2019

Carvertise

On August 14th, Todd spoke at an introductory 401k meeting with the company Carvertise. Carvertise…

Todd Roselle, CFP® CHFC®

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In|Vest Conference 2019

Blog Events

July 17, 2019

In|Vest Conference 2019

Todd and James attended the In|Vest conference on July 16-17 in New York City. In|Vest…

Todd Roselle, CFP® CHFC®

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eMoney Training Session

Blog Events

July 1, 2019

eMoney Training Session

Todd and James attended an Advanced Financial Planning Training Session for Expert Users at the…

Carter McClung, CFP® CSLP®

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Blue Rock Day Out

Blog Events

June 27, 2019

Blue Rock Day Out

On June 27th, Blue Rock Financial Group had a team outing at Delaware Park. It…

James Whalen, CFP®

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June Financial Planning Todd Talk

Blog Todd Talks

June 18, 2019

June Financial Planning “Todd Talk”

On June 14th, Blue Rock Financial Group Hosted another Todd Talk at the Wheelhouse Restaurant…

Todd Roselle, CFP® CHFC®

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2019 Delaware Mud Run

Blog Events

June 9, 2019

2019 Delaware Mud Run

The 2019 Delaware Mud Run Jr. took place on June 6th at Frightland and the…

Carter McClung, CFP® CSLP®

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2019 Open House

Blog Events

May 23, 2019

2019 Open House

Blue Rock held our annual Open House event on May 23rd at our office on…

James Whalen, CFP®

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Top Golf

Blog Events

February 25, 2019

Top Golf

The entire Blue Rock family visited Top Golf in February for a team building afternoon.

Todd Roselle, CFP® CHFC®

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Financial Planning Todd Talk

Blog Todd Talks

February 25, 2019

Financial Planning “Todd Talk”

Blue Rock Financial Group hosted our first "Todd Talk" event on Friday, January 11th at…

Carter McClung, CFP® CSLP®

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2018 Delaware Resorts 55+ Expo

Blog Events

January 24, 2019

2018 Delaware Resorts 55+ Expo

On November 3rd, 2018, Blue Rock Financial Group was a proud sponsor of the third…

James Whalen, CFP®

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Blue Rock Financial Group is a Registered Investment Advisor (“RIA”) located in the State of Delaware. Blue Rock Financial Group provides investment advisory and related services for clients nationally. Blue Rock Financial Group will maintain all applicable notice filings and registrations as required by the various states in which Blue Rock Financial Group conducts business. Blue Rock Financial Group renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. View full Terms & Conditions. View Privacy Policy.