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Patti Edwards
Client Relations Manager at Rockbridge Investment Management
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Work Experience
Client Relations Manager
Aug 2014 - Present · 10 years and 4 months
Client Relations Manager/Cco
Aug 2014 - Present · 10 years and 4 months
Company Details
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/
Year Founded
1991
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Business Services
HQ Location
220 S. Warren St. 9th Floor Syracuse, New York 13202, US
Keywords
Financial PlanningInvestment ManagementRetirement PlanningEstate Planning401(k) Administratio
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