Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners - Syracuse, New York

Rockbridge Investment Management, LLC: A Trusted Financial Partner

Rockbridge Investment Management, LLC, located at 220 S Warren St, Syracuse, NY 13202, United States, is a respected financial advisory firm dedicated to providing comprehensive investment management and financial planning services. With a longstanding commitment to client success, Rockbridge has cultivated a reputation for delivering personalized strategies and fostering long-term relationships. The firm’s phone number is 3156710588, and their website is rockbridgeinvest.com. They operate as a financial advisor, a financial consultant, a financial planner, and an investment company, offering a broad spectrum of expertise to meet diverse client needs.

About Rockbridge Investment Management

Rockbridge Investment Management distinguishes itself through a client-centric approach, prioritizing understanding each individual's financial goals, risk tolerance, and time horizon. They don’t offer a one-size-fits-all solution; instead, they meticulously craft customized investment plans designed to align with their clients’ specific circumstances. The firm’s team of experienced professionals possesses a deep understanding of financial markets and investment strategies. This expertise allows them to navigate market fluctuations effectively and consistently work towards achieving superior returns.

Services Offered

Rockbridge’s service offerings extend far beyond simple investment management. They provide a full suite of financial planning services, including:

• Retirement Planning: Helping clients plan for a secure and comfortable retirement.
• Investment Management: Constructing and managing diversified portfolios tailored to individual risk profiles.
• Estate Planning: Integrating investment strategies with broader estate planning goals.
• Education Planning: Assisting families in saving for their children’s education.
• Tax Planning: Incorporating tax-efficient strategies into investment decisions.

The firm’s commitment to accessibility is further demonstrated by their wheelchair-accessible car park and wheelchair-accessible entrance, ensuring a welcoming environment for all clients.

Client Feedback and Reputation

The firm has garnered consistently positive feedback from its clients. The average Google My Business rating is a remarkable 5/5, reflecting a high level of client satisfaction. Many clients highlight the firm’s dedication to providing down-to-earth, practical advice and a genuine commitment to their clients’ financial well-being. One client described the team as a “first-class group of people” who have guided them for almost 30 years, providing invaluable support in making major financial decisions. Clients consistently praise the firm’s ability to offer peace of mind through clear communication and a proactive approach to managing their finances. The longevity of their relationships with clients speaks volumes about their trustworthiness and effectiveness.

Key Features and Benefits

Several factors contribute to Rockbridge Investment Management’s success:

• Experienced Professionals: A team of seasoned financial advisors with deep market knowledge.
• Personalized Approach: Customized investment plans tailored to individual needs.
• Comprehensive Planning: A full range of financial services, from investment management to estate planning.
• Client-Focused Service: A commitment to building long-term relationships based on trust and transparency.
• Accessibility: Dedicated to providing a welcoming and accessible environment for all clients.

Rockbridge Investment Management is more than just an investment firm; it’s a trusted partner dedicated to helping clients achieve their financial goals. Their dedication to understanding client needs and providing insightful, practical advice sets them apart in the competitive financial landscape. The firm’s long-standing success and overwhelmingly positive client feedback underscore their commitment to excellence and their ability to deliver exceptional results. They focus on delivering value beyond just investment returns, emphasizing the importance of a holistic approach to financial well-being.

Contact Information

To learn more about Rockbridge Investment Management, LLC and how their services can benefit you, we encourage you to:

• Visit their website: rockbridgeinvest.com
• Call them directly: 3156710588
• Visit their office: 220 S Warren St, Syracuse, NY 13202

Rockbridge Investment Management, LLC remains committed to providing exceptional financial advisor services and building lasting relationships with their clients.

👍 Reviews of Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners

Michael M.

5/5

We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you aren't already a client!

Vee K.

5/5

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.

Richard D.

5/5

Very knowledgeable and informative. Would trust my retirement in their hands!

Guillermo C.

5/5