Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Krawczyk is an investment advisor representative with Rockbridge Investment Management, LLC. David has been with Rockbridge Investment Management, LLC since January 2023 and has a total of 8 years of experience in the financial services industry. David is a Personal Financial Specialist and is registered with the state of New York. Rockbridge Investment Management, LLC is a firm with over 10 years of experience that specializes in providing financial planning and portfolio management services. The firm manages over $1 Billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/02/2024 - Present
Rockbridge Investment Management, LLC (SYRACUSE NY)
Active
Inactive
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