Rockbridge Investment Management
Financial Services
Syracuse, New York 489 followers
Uncommon Attention. Unrivaled Advice.
About us
Welcome to the Rockbridge Investment Management's LinkedIn page. Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. If you're looking for the official source of information about Rockbridge Investment Management, please visit our homepage at http://www.rockbridgeinvest.com/
- Website
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http://www.rockbridgeinvest.com
External link for Rockbridge Investment Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Syracuse, New York
- Type
- Public Company
- Founded
- 1991
- Specialties
- Financial Planning, Investment Management, Retirement Planning, Estate Planning, and 401(k) Administration
Locations
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Primary
Get directions
220 S. Warren St.
9th Floor
Syracuse, New York 13202, US
Employees at Rockbridge Investment Management
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Adam Gagas
Investment Advisor, Financial Professional, and Educator
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William Brumsted
Associate Advisor at Rockbridge Investment Management
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Patrick Rohe, CFP®
Fee Only Financial Planner and Investment Advisor
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Daniel Edinger
Registered Investment Advisor at Rockbridge Investment Management
Updates
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Congratulations to Chief Operating Officer Nicholas Stancato celebrating 6 years Rockbridge Investment Management! Visit our link to learn more about Nick https://lnkd.in/ec-ymmcQ
Nicholas Stancato - Rockbridge Investment Management
https://www.rockbridgeinvest.com
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Nonprofits play a fundamental role in creating more equitable and thriving communities. And nonprofits can do even more by coming together to protect both their legacy and their indispensable role in America’s future. Visit the link to see how the Rockbridge Institutional team can help honor and support your mission. https://lnkd.in/eRPi3tCY
What We Bring | Rockbridge Investment Management
https://www.rockbridgeinvest.com
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Congratulations Adam Underwood, CFP® on celebrating 2 years at Rockbridge Investment Management! 👏 Visit the link to learn more about Adam here. https://lnkd.in/e-hd_nRz
Adam Underwood | Rockbridge Investment Management
https://www.rockbridgeinvest.com