visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Rockbridge Financial Planning

    Get Full Access

    Description

    • Rockbridge Financial Planning is a firm which provides comprehensive financial planning solutions to individuals and companies. We are committed to providing the highest standards of advice, service and on-going support to our clients.Financial planning is not a once off transaction, rather it is a long term collaborative process if it is to be effective. We work closely with our clients to determine what their financial objectives are within the context of their life goals and unique circumstances. We then work in partnership with them over the long term focusing on helping them achieve their financial ambitions efficiently and within a specific timeframe. The main financial planning areas in which we work closely with clients include the following:Retirement PlanningTax PlanningCash-flow ManagementRisk Management/ProtectionInvestment StrategyEstate ConservationBusiness Exit PlanningCOS Financial Solutions Limited trading as Rockbridge Financial Planning is regulated by the Central Bank of Ireland
    • location

      Headquarters: , Pickerington, Ohio, United States

      More
    • Rockbridge Financial Planning phone

      Phone Number:

    • Rockbridge Financial Planning website

      Website: https://www.rockbridge.ie

    • Rockbridge Financial Planning employees

      Employees:2

    • Rockbridge Financial Planning revenue

      Revenue:$0 - 1M

    • Rockbridge Financial Planning legal name

      Legal Name:Rockbridge Financial Planning

    • Rockbridge Financial Planning's Social Media

      Rockbridge Financial Planning linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

      Show More
    Person level website identification

    Owner for Rockbridge Financial Planning

    Shane Mcloughlin

    Owner

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Shane Mcloughlin

    Owner

    Frequently Asked Questions regarding Rockbridge Financial Planning

    • What is Rockbridge Financial Planning's official website?

      Rockbridge Financial Planning's official website is https://www.rockbridge.ie

    • What is Rockbridge Financial Planning's Revenue?

      Rockbridge Financial Planning's revenue is $0 - 1M

    • What is Rockbridge Financial Planning's NAICS code?

      Rockbridge Financial Planning's NAICS code is 523110

    • How many employees are working in Rockbridge Financial Planning

      Rockbridge Financial Planning has 2 employees

    • What is Rockbridge Financial Planning's Industry?

      Rockbridge Financial Planning is in the industry of Financial Services

    • Who is Rockbridge Financial Planning's Owner?

      Rockbridge Financial Planning's Owner is Shane Mcloughlin

    Company Directory