Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners
5.0 -
3 reviews.
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Closed Today220 S Warren St, Syracuse NY 13202 Hours
Most Recent Reviews
March 2024
The advisors at Rockbridge are extremely knowledgeable and professional. They combine investment management and detailed financial planning. Tony and Claire are an amazing service team. I have been a satisfied client since 2018.
November 2020
Very knowledgeable and informative. Would trust my retirement in their hands!
More Comments(3)
About Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners
Rockbridge Investment Management is a fee-only, registered investment advisory firm located in Syracuse, NY. Their team of Certified Financial Planners offer objective financial planning and investment guidance to individuals seeking a secure financial future. At Rockbridge, you won’t find any product pitches or salespeople. You’ll get straightforward, rock-solid investment advice in terms you can understand without unnecessary costs or complexity. We’re a fee only financial advisor, so there’s never any conflict of interest. And we insist on complete clarity at Rockbridge—after all, you can’t be confident about your decision if we aren’t speaking your language!
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