Rock Bridge Financial Advisors, LLC
Financial Services
Columbia, Missouri 67 followers
The Solid Connection For your Financial Future!
About us
Rock Bridge Financial Advisors is a company of Investment Adviser Representatives located at 630 E Green Meadows Rd, Columbia, Missouri, United States. We provide financial planning for multi-generational families. Today's investment climate offers various opportunities. At Rock Bridge Financial Advisors of Columbia, our mission is to help clients take advantage of those opportunities by providing them with three key tools: A clear understanding of their financial goals. A well-defined roadmap for pursuing those goals. Ongoing advice to help adjust their roadmap. We want to get to know you and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Rock Bridge Financial Advisors The Solid Connection For Your Financial Future! Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Columbia, Missouri
- Type
- Privately Held
- Founded
- 1987
Locations
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630 E Green Meadows Rd
Columbia, Missouri 65201, US
Employees at Rock Bridge Financial Advisors, LLC
Updates
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College, kids and costs.
Getting a Head Start on College Savings
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Are you considering a FIRE retirement? Learn the basics here.
FIRE Retirement
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Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
Managing Money as a Couple
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What will your family do if you can't earn an income? Here are steps you can take today.
Disability Income
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The #Fed’s next moves are in focus. Join CIO Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he discusses what we can expect to learn from the Fed’s meeting minutes and Chair Powell’s upcoming Jackson Hole speech, and the potential impact on future rate decisions. https://lnkd.in/gGgNC_nU
The Week Ahead | Cetera
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Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator
How Much Home Can I Afford?
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Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
Understanding Marginal Income Tax Brackets
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