Rockbridge Wealth Strategies Email Format
Financial ServicesMassachusetts, United States2-10 Employees
Rockbridge Wealth Strategies operates in the financial services sector, offering strategies for wealth accumulation and preservation for individuals and businesses. Its services include retirement planning and lifetime income strategies, with an emphasis on analyzing client needs to tailor appropriate solutions. Rockbridge Wealth Strategies is based in Waltham, Massachusetts, and operates with a small team. Its securities products are offered through NYLIFE Securities LLC, and Alexander Granoff serves as a registered representative. The firm states its communications are intended for clients in MA, NY, and GA, and it notes that it does not provide tax, legal, or accounting advice and is not owned by New York Life Insurance Company.