Cobblestone Capital Advisors,

Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance · 11 Employees
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About
Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions. Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over three decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth. Investing in securities may result in loss of income and/or principal. This social media site is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice. Due to the dynamic and multi-directional nature of social media sites, Adviser has no editorial control over any third-party commentary or content and does not accept responsibility therefor. Adviser does not solicit and is unable to accept any endorsements, recommendations or testimonials regarding client experiences with the firm or its employees. Adviser retains the right to remove, to the extent possible, any content it deems inaccurate, inappropriate or violation of applicable laws and/or regulations.
Year Founded
1986
Social Media
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
500 Linden Oaks Suite 210 Rochester, NY 14625, US
Keywords
wealth managementadministration capabilitiescash flow analysisimplementation monitoringfoundation support servicesgifting analysisconcentrated stockcobblestone drawsmonitoring trust administration
Location
  • 500 Linden Oaks Suite 210 Rochester, NY 14625, US

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