Company profile
Bluestone Wealth Partners
Serving Central Ohio & Beyond For 40+ Years
- Industry
- Financial Services
- Employees
- 43
- Headquarters
- Westerville, OH
- LinkedIn followers
- 1,002
- Office locations
- 3
Bluestone Wealth Partners company summary
Bluestone Wealth Partners is a company in the Financial Services industry, headquartered in Westerville, OH. On LinkedIn the company has around 43 employees and 1,002 followers. The company lists 3 office locations.
What technology does Bluestone Wealth Partners use?
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About Bluestone Wealth Partners
At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help work towards their financial objectives. Our clientele consists of corporate executives, business owners and professionals who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Most of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan. Bluestone Wealth Partners, a premier fee-based financial services firm, can help guide you toward a more secure future. We believe that it is our responsibility to help you make the most of your income and assets. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC (www.SIPC.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Where is Bluestone Wealth Partners located?
Bluestone Wealth Partners lists 3 office locations.
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Frequently asked questions about Bluestone Wealth Partners
What does Bluestone Wealth Partners do?
At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help work towards their financial objectives. Our clientele consists of corporate executives, business owners and professionals who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Most of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan. Bluestone Wealth Partners, a premier fee-based financial services firm, can help guide you toward a more secure future. We believe that it is our responsibility to help you make the most of your income and assets. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC (www.SIPC.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
How many employees does Bluestone Wealth Partners have?
Bluestone Wealth Partners has around 43 employees on LinkedIn.
Where is Bluestone Wealth Partners headquartered?
Bluestone Wealth Partners is headquartered in Westerville, OH.
Where does Bluestone Wealth Partners have offices?
Bluestone Wealth Partners lists 3 office locations, including Westerville, OH, US; Columbus, OH, US.
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