Ridgeline Financial Partners

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Description

  • Our mission is to provide comprehensive financial planning and wealth management services to individuals, families, and small business owners. With deep knowledge of the regulatory terrain and watchful eyes fixed on an uncertain horizon, our experienced financial planning professionals serve as the first line of protection for clients seeking to manage their financial affairs in accordance with their values. At Ridgeline Financial Partners, we adhere to a holistic, high-level financial planning approach. Our independent financial planners strive to achieve a vantage point from which to survey the full sweep of your financial landscape, providing strategies that link the individual components of your financial health within the structure of a comprehensive wellness map. Outside of the office, we are active members of our local community. By engaging in and supporting efforts that strengthen the social fabric of our neighborhoods, we are able to provide services and effect change in parts of our community that we could not otherwise touch in our professional lives.
  • location

    Headquarters:60 Avon Meadow Lane , Avon, Connecticut, United States

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  • Ridgeline Financial Partners phone

    Phone Number: +1 860-773-6750

  • Ridgeline Financial Partners website

    Website: https://www.ridgelinefp.com

  • Ridgeline Financial Partners employees

    Employees:5

  • Ridgeline Financial Partners revenue

    Revenue:$0 - 1M

  • Ridgeline Financial Partners legal name

    Legal Name:Ridgeline Financial Partners

  • Ridgeline Financial Partners's Social Media

    Ridgeline Financial Partners linkedin Ridgeline Financial Partners facebook
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  • |  NAICS Code: 523920  |

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Person level website identification

Certified Financial Partner And Managing Principal for Ridgeline Financial Partners

Matthew Carbray

Certified Financial Partner And Managing Principal

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View Employees

Matthew Carbray

Certified Financial Partner And Managing Principal

Meghan Rutherford

Managing Director, Client Experience

Emily Normandin

Client Services Manager

Kevin Regan

Employee Benefits Program Manager

Frequently Asked Questions regarding Ridgeline Financial Partners

  • Where are Ridgeline Financial Partners's Headquarters?

    Ridgeline Financial Partners's Headquarters are in 60 Avon Meadow Lane ,Avon,Connecticut,United States

  • What is Ridgeline Financial Partners's phone number?

    Ridgeline Financial Partners's phone number is +1 860-773-6750

  • What is Ridgeline Financial Partners's official website?

    Ridgeline Financial Partners's official website is https://www.ridgelinefp.com

  • What is Ridgeline Financial Partners's Revenue?

    Ridgeline Financial Partners's revenue is $0 - 1M

  • What is Ridgeline Financial Partners's NAICS code?

    Ridgeline Financial Partners's NAICS code is 523920

  • How many employees are working in Ridgeline Financial Partners

    Ridgeline Financial Partners has 5 employees

  • What is Ridgeline Financial Partners's Industry?

    Ridgeline Financial Partners is in the industry of Financial Services

  • Who is Ridgeline Financial Partners's Certified Financial Partner And Managing Principal?

    Ridgeline Financial Partners's Certified Financial Partner And Managing Principal is Matthew Carbray

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