Advisory & Analytics

Creating Value for Clients

Our Firm

 

We are a financial services firm  specializing in offering advisory and analytics services to individual professionals, business owners and small to medium-sized corporate firms

 

Our Advisory  services offer comprehensive wealth management solutions, which cover Financial Planning, Investment Management and Retirement Solutions.  Our services are targeted towards individual working professionals, business owners and retirees.  We  benefit our clients by offering a customized financial and investment plan to achieve personal and life goals in all scenarios

 

Our Analytics  services offer analytical solutions focused on Corporate Finance and Investments.  Our services are targeted towards start-ups, small and medium-sized corporate firms, and investment companies.  We benefit our clients by offering in-depth analysis, insightful information, and accurate recommendations to support strategic and tactical decisions to maximize their value

 

      Personalized Service

SERVICES

 

Financial Planning

 

Investment Management

 

Retirement Planning & Solutions

Advisory Offerings
 ADVISORY SERVICES

Corporate Finance Analytics

Analytics Offerings

Investment Analytics

Business Valuation

Budgeting & Cash Flow

Financial Statement Analysis

Capital Structure Evaluation

Investment research

ROI Evalution

Strategic Analysis

Pitch Deck

 ANALYTICS SERVICES

Our Services

        Trusted Partner

Our Clients

 

Individual Professionals

 

 

 

 

 

 

 

 

Individuals seeking customized financial plan to achieve life and personal goals

 

Professionals seeking advise to put in place an investment plan to manage, grow and accumulate wealth

 

Retirees / pre-retirees seeking smooth transition into retirement with stable income to maintain standard of living  for life

 

Business Owners

 

 

 

 

 

 

 

 

Business owners seeking to implement business continuity plan

 

Business partners evaluating buy-out options to consolidate ownership

 

Owners seeking to evaluate strategic exit options and plans to transition into retirement

 

Corporate Firms

 

 

 

 

 

 

 

 

Small & Medium-sized firms seeking resources and expertise to support corporate finance functions

 

Investment companies seeking investment research support and ideas

 

Start up firms looking for CFO services and pitch deck expertise

“FirstRock Advisory LLC is a Registered Investment Advisor in the state of New York, New Jersey and Texas.”
 FirstRock Advisory LLC 229E 85st, Suite # 657, New York, NY 10028 web - www.firstrockadvisory.com email - info@firstrockadvisory.com
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