Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
Jan 21

Rockbridge Is Moving!

by Patrick Rohe, CFP®

New Office Location
Our relocation to the Merchant Commons building has been postponed until February 1, 2014.  Our new address will be:

220 S. Warren Street, 9th Floor
Syracuse, NY 13202

We are very excited to be moving into this unique downtown Syracuse space that will accommodate our growth.

“Merchants Commons is a modern, urban mixed-use building featuring over 34,500 square feet of commercial space and 66 residential apartment units in downtown Syracuse, New York. Two buildings, the Merchants Bank building and the Snow Building, were combined to create a most unique environment in which to live and work.”

 – Joseph Hucko, Developer,
Washington Street Partners


New Faces at Rockbridge
Our recent consolidation of individual investment management accounts and staff of RJR Associates will expand our current team of professionals available to meet the needs of our clients.  Below are the individuals who will be joining Rockbridge.  Visit the “Who We Are” page of our website for full biographical information.

Bob Ryan, Chief Investment Officer
Ted Scallon, Business Development
Doug Burns, Investment Advisor
Matt Ramsey, Investment Advisor
Patti Edwards, Client Relations Manager
Keri Morrison, Client Service Administrator

About the Author

Patrick Rohe CFP is a Certified Financial Planner at Rockbridge. “Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!”. Patrick is a graduate of the Applied Economics and Management and Animal Science (B.S.), Cornell University, and the CERTIFIED FINANCIAL PLANNER™, (CFP®) program. Learn more and/or Contact Patrick.

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