Gerri Broadbent

Client Services at Rockwood Wealth Management - New Hope, PA, US

Gerri Broadbent's Colleagues at Rockwood Wealth Management
Jack Gawason

Incoming Financial Planning Intern

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Anibal Russo

Financial Planning Associate

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Dom Bova

Financial Planning Associate

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Megan Lottier

Chief Operating and Compliance Officer

Contact Megan Lottier

Courtney Ripp

Financial Planning Associate at Rockwood Wealth Management

Contact Courtney Ripp

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Gerri Broadbent's Contact Details
HQ
267 535-2855
Location
New Hope,Pennsylvania,18938,United States
Company
Rockwood Wealth Management
Gerri Broadbent's Company Details
Rockwood Wealth Management logo, Rockwood Wealth Management contact details

Rockwood Wealth Management

New Hope, PA, US • 20 - 49 Employees
Financial Services

As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests.Rockwood Wealth Management is located in New Hope, Pennsylvania.

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Frequently Asked Questions about Gerri Broadbent
Gerri Broadbent currently works for Rockwood Wealth Management.
Gerri Broadbent's role at Rockwood Wealth Management is Client Services.
Gerri Broadbent's email address is ***@rockwoodwealth.com. To view Gerri Broadbent's full email address, please signup to ConnectPlex.
Gerri Broadbent works in the Financial Services industry.
Gerri Broadbent's colleagues at Rockwood Wealth Management are Jack Gawason, Anibal Russo, Aaron Obenberger, Maureen Donahue, Dom Bova, Megan Lottier, Courtney Ripp and others.
Gerri Broadbent's phone number is 267 535-2855
See more information about Gerri Broadbent