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Bluerock Wealth Management LLC
金融服务
Alpharetta，Georgia 175 位关注者
Fee-Only, Fiduciary, Independent Wealth Management Firm
关于我们
Bluerock Wealth Management is an independent fiduciary fee-only firm. That means we work with you, delivering clear-sighted, thorough analysis to help you make the right decisions for your financial needs, goals, and risk tolerance. As a fiduciary, we are held to the standard of acting in your best interest at all times. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. Hightower Advisors, LLC is a SEC registered investment adviser
- 网站
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https://www.bluerockwealth.com
Bluerock Wealth Management LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Alpharetta，Georgia
- 类型
- 私人持股
- 领域
- Wealth Management、Financial Planning、Tax Consulting和Investment Planning
地点
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主要
获取路线
3650 Mansell Rd
Suite 400
US，Georgia，Alpharetta，30022
Bluerock Wealth Management LLC员工
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Anthony D. Criscuolo, CFP?, EA
Financial Advisor, Senior Wealth Manager at Bluerock Wealth Management
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Alicia Sher, CFP?
Partner and Wealth Manager at Bluerock Wealth Management LLC
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Robinson Mertilus, CFP?
Financial Planning | Wealth Management
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Lesley Murray
Chief Operating Officer at Bluerock Wealth Management
动态
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When it comes to home renovations, documentation can be your best friend. Here's an example of how tracking home projects and associated costs can help minimize your tax liability and maximize your return. https://bit.ly/4aKfP6U
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We had a great time at our holiday lunch yesterday! ???♂? Cheers to a fantastic team and a wonderful holiday season! ??? #bluerockholidays #bluerockwealthmgmt #topgolf
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