About Us
William was born and raised on the north shore of Massachusetts and is the proud father of two grown children, Nickolas, 32 and Kristina, 28. He is the owner of Safe Rock Financial with over 17 years in the insurance and financial services industry. William is passionate about helping others and is committed to serving the long term needs of his clients. William’s conservative strategies emphasize the importance of protection and preservation of wealth.
Safe Rock Financial is a company providing detailed and customized services aimed at providing solutions to retirees and pre-retirees in the challenging times surrounding their retirement savings strategies. Through seminars and individual attention SRF helps clients make better educated decisions to achieve financial goals.
William is proud to be an approved Member of the National Ethics Association. The NEA is an organization of financial professionals who have successfully passed a comprehensive series of background checks and have agreed to maintain NEA membership standards.
William looks forward to helping you secure your financial dreams.
Yes, I would like a no-cost, no-obligation, discovery meeting!
Let’s get started planning for the retirement you deserve.
