Cobblestone Capital Advisors
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
500 Linden Oaks Ste 210, Rochester, New ...Phone Number
(585) 473-3333Website
www.cobblestonecap.comRevenue
$6.9 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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2
About Cobblestone Capital Advisors
Cobblestone Capital Advisors offers comprehensive financial planning services, investment management, and fiduciary guidance, tailored to meet the unique needs of its clients. The firm supports individuals and families in navigating important financial milestones, including retirement and wealth preservation. They provide access to exclusive private investment opportunities for qualified investors, ensuring robust returns and diversification. As a registered investment advisor, Cobblestone is legally and ethically bound to act in the best interests of their clients.Explore more
Cobblestone Capital Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Cobblestone Capital Advis...
$6.9M
11-50
Private
-
1986
JG
Jason GarlockChief Investment Officer & Managing Director
Company Profile Activity
Activity Insights
Cobblestone Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cobblestone Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cobblestone Capital Advisors.
Cobblestone Capital Advisors Tech Stack
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Most Recent Scoops
Event
Person-Based
Jesse Cramer, Relationship Manager, appeared on a podcast called "ChooseFI" on 07/14/2025. Topics discussed include Financial planning, over-optimization, tax loss harvesting.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, has appeared on a podcast called "The Stacking Benjamins Show" on 11/05/2024. Topics discussed include Conservative retirement planning, financial independence, flexibility.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, appeared on a podcast called "The Stacking Benjamins Show" on 10/11/2024. Topics discussed include Health, wealth, retirement planning, HSA, fitness.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, has appeared on a podcast called "The Stacking Benjamins Show" on 09/27/2024. Topics discussed include Accountability, financial responsibility, degenerate economy, trivia.
Events, Podcast
Event
Person-Based
Events, Podcast
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Frequently Asked Questions Regarding Cobblestone Capital Advisors
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Cobblestone Capital Advisors offers comprehensive financial planning services, investment management, and fiduciary guidance, tailored to meet the unique needs of its clients. The firm supports individuals and families in navigating important financial milestones, including retirement and wealth preservation. They provide access to exclusive privat... Read More
