Introducing Kevin Sullivan

Rockbridge is pleased to announce that Kevin R. Sullivan joined the firm in April after spending 25+ years in the trust & investment management divisions of local banks.  Kevin is a graduate of St. John Fisher College and brings to Rockbridge experience with trust and estate planning issues, portfolio management and business development for both personal, trust […]

Curious what a comprehensive financial plan looks like?
Enter your email to receive a sample plan we create for prospective clients.