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Bedrock Investment Advisors Employee Directory

Financial ServicesArizona, United States2-10 Employees

Bedrock Investment Advisors operates in the financial services sector, offering personalized investment guidance and comprehensive financial planning for both individuals and small to mid-size corporations. The firm emphasizes unbiased advice and attentive client service, aiming to tailor plans that address clients’ unique goals, data, and current financial positions, with ongoing monitoring and adjustments as circumstances evolve. Based in Scottsdale, Arizona, the company supports clients through a structured process that includes establishing a client-planner relationship, gathering information, defining objectives, and implementing and supervising investment plans. The organization operates as an investment advisory entity through BWM Advisory, LLC, and has publicly available client contact information for a complimentary appraisal of current investments and planning. A recent development noted is Bedrock’s update to its retirement income guidance, reported in 2023.

Find Bedrock Investment Advisors employees' phone numbers or email addresses

Bedrock Investment Advisors Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Bedrock Investment Advisors's Leadership

  • Managing Director at Bedrock Investment Advisors
    M. B.
    Managing Director
    Mobile Phone
  • Financial Advisor at Bedrock Investment Advisors
    J. B.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Bedrock Investment Advisors
    H. M.
    Financial Advisor
    Mobile Phone
  • Financial Planner at Bedrock Investment Advisors
    A. J. B.
    Financial Planner
    Mobile Phone
  • Financial Planner at Bedrock Investment Advisors
    A. J. B.
    Financial Planner
    Mobile Phone
  • Financial Advisor at Bedrock Investment Advisors
    C. H. M.
    Financial Advisor
    Mobile Phone
  • Administrator at Bedrock Investment Advisors
    S. B.
    Administrator
    Mobile Phone
  • Financial Advisor at Bedrock Investment Advisors
    T. C.
    Financial Advisor
    Mobile Phone

Bedrock Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other

Contact profiles from Bedrock Investment Advisors

Name
Title
Contact
Location
Last Update
  • Managing Director at Bedrock Investment Advisors
    M. B.
    Managing Director
    Mobile Phone
    United States, New York
    Mar 24, 2026
  • Financial Advisor at Bedrock Investment Advisors
    J. B.
    Financial Advisor
    Mobile Phone
    United States, Arizona
    Jun 01, 2026
  • Financial Advisor at Bedrock Investment Advisors
    H. M.
    Financial Advisor
    Mobile Phone
    United States, Florida
    Oct 26, 2025
  • Financial Planner at Bedrock Investment Advisors
    A. J. B.
    Financial Planner
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Financial Planner at Bedrock Investment Advisors
    A. J. B.
    Financial Planner
    Mobile Phone
    United States, Arizona
    Jun 23, 2026
  • Financial Advisor at Bedrock Investment Advisors
    C. H. M.
    Financial Advisor
    Mobile Phone
    United States, Arizona
    Mar 05, 2024
  • Administrator at Bedrock Investment Advisors
    S. B.
    Administrator
    Mobile Phone
    United States, Arizona
    Oct 22, 2024
  • Financial Advisor at Bedrock Investment Advisors
    T. C.
    Financial Advisor
    Mobile Phone
    United States, Arizona
    Jun 08, 2026
  • Administrative Assistant at Bedrock Investment Advisors
    N. T.
    Administrative Assistant
    Mobile Phone
    United States, Michigan
    May 29, 2026

Frequently Asked Questions

What is Bedrock Investment Advisors known for?

Minus sign iconPlus sign iconBedrock Investment Advisors operates in the Financial Services industry. Explore Bedrock Investment Advisors's company overview page for more information.

What is Bedrock Investment Advisors's most common email format?

Minus sign iconPlus sign iconBedrock Investment Advisors employees' email format typically follows the pattern of FLast@bedrockia.com. Trying to find reliable and up-to-date employee contact data? Find more Bedrock Investment Advisors email formats with LeadIQ.

How many employees does Bedrock Investment Advisors have currently?

Minus sign iconPlus sign iconBedrock Investment Advisors has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Bedrock Investment Advisors's key employees and leadership?

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As of September 2026, Bedrock Investment Advisors's key employees include:

  • Managing Director: M. B.
  • Financial Advisor: J. B.
  • Financial Advisor: H. M.
  • Financial Planner: A. J. B.
  • Financial Planner: A. J. B.

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