Blue Rock Financial Group

EST. AUM
$381,821,487

CONTACTS
3

CLIENT ACCOUNTS
795

Firm Details

Metro area Philadelphia
CRD Number 298558
Website bluerockfg.com
Client types

Overview

BlueRock Financial Group is a wealth management firm that provides comprehensive financial planning, investment management, retirement solutions, and estate planning. They specialize in creating personalized strategies for individuals, families, and business owners, focusing on long-term financial success. With a client-centric approach, BlueRock helps clients manage risk, optimize taxes, and preserve wealth for future generations, all while adhering to a fiduciary standard.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Blue Rock Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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