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Sydnee Kozberg Email
Director Operations . Bluestone Wealth Partners
Columbus, OH
Locations*************@bluestonewp.com
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$3.5MAbout
At Bluestone Wealth Partners, we provide personalized, objective 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 meet 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 planning 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. Bluestone Wealth Partners is a marketing name for business conducted through Lincoln Financial Advisors Corp., a division of Lincoln National Corporation - a fortune 500 company that offers a broad range of financial products and services. That connection provides our clients with the best of both worlds: the experience and stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.Bluestone Wealth Partners Address
7650 Rivers Edge DrColumbus, OH