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Rockbridge Investment Management
- Financial Services
- Syracuse, NY
About this business
Professionals who construct and manage investment portfolios for institutions, 401(k) plan sponsors and individuals to achieve specific long-term goals. We develop customized strategic plans, adhere to disciplined asset allocation models, seek optimal diversification, and keep costs to a minimum.
Location details
220 S Warren St, #9, Syracuse, NY, 13202, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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!
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.
Frequently asked questions about Rockbridge Investment Management
How is Rockbridge Investment Management rated?
Rockbridge Investment Management has a 5 star rating with 9 reviews.
When is Rockbridge Investment Management open?
Rockbridge Investment Management is closed now. It will open at 9:00 a.m.
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