BlueRock Wealth Management

Financial Services - Collingwood, ON, CA

BlueRock Wealth Management Employees
Kim Furniss

Director of Sales and Marketing

Contact Kim Furniss

Kim Furniss-Owen

Group Insurance Service Rep

Contact Kim Furniss-Owen

Neal Owen

President, Wealth Management, Financial Advisor & Planner

Contact Neal Owen

Anthony Lupo

Vice President - Financial Advisor

Contact Anthony Lupo

Jeremy Nicholls

Consultant | Financial and Estate Planning

Contact Jeremy Nicholls

Donald Brown

investment advisor representative

Contact Donald Brown

View All BlueRock Wealth Management Employees Contact All BlueRock Wealth Management Employees
BlueRock Wealth Management Details

With unmatched professionalism, we take pride in providing clients with personalized financial solutions that work for you. We are committed to providing our clients with a friendly, familiar face and comfortable experience whenever we meet. We remain focused on your financial success, so that your time with us is stress free and enjoyable. That is the BlueRock Approach Focusing on the "right" objective and then providing a robust asset allocation capability based upon sound investing theory, we believe is a breakthrough that will make a real difference for clients seeking wealth management strategies to achieve their financial goals. As we continue our thirtieth year, our contributing goal is to be trustworthy, transparent, and reliable, to provide solid, comfortable experiences, and to help more entrepreneurs each and every day.

BlueRock Wealth Management logo, BlueRock Wealth Management contact details
Employees: 20 - 49
HQ:
Location: Collingwood, ON, CA
Revenue: 2.5 - 5 Million
Financial Planning Investments Life Insurance and Living Benefits Individual Health and Dental Plans Group Benefit Plans Group Pension Plans Business Financial Planning Tax and Estate Planning Business Continuation & Succession Planning Retirement Planning Business Continuation & Succession Planning Business Continuation & Succession Planning
BlueRock Wealth Management Technologies
Email Providers

Outlook

Domain Name Services

Cloudflare DNS

Tag Management

Google Tag Manager

Other

Microsoft Office 365

Hosting

CloudFlare Hosting

Online Video Platforms

YouTube

View All Technologies Used At BlueRock Wealth Management

Contacting BlueRock Wealth Management: Connect with Executives and Employees

Get in Touch with BlueRock Wealth Management Executives and Employees

Connecting with BlueRock Wealth Management's Executives and Workforce

Accessing Contact Information for BlueRock Wealth Management Executives

Connecting with BlueRock Wealth Management: Reach Out to Their Team

Discover How to Contact BlueRock Wealth Management Executives and Staff

Looking to connect with BlueRock Wealth Management executives or employees?

Seeking to Get in Touch with BlueRock Wealth Management Executives or Staff?

Want to Reach Out to BlueRock Wealth Management Executives or Team Members?

In Search of Contact Details for BlueRock Wealth Management Professionals?

Connecting with BlueRock Wealth Management: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z