Nicholas W. Lennon - RBC Wealth Management Financial Advisor
Mortgage Broker serving Rochester, NY
About Nicholas W. Lennon - RBC Wealth Management Financial Advisor
The NorthBridge Group is a financial advisory team within RBC Wealth Management, consisting of four client-facing professionals with over 113 years of combined experience in the financial services industry. Their practice is planning-based, focusing on understanding clients' hopes, goals, and dreams to help them achieve financial success.
The team emphasizes listening to clients' needs and creating customized wealth plans that protect against potential risks while allowing for investment opportunities. Their guidance is ongoing and often multi-generational, aiming to ensure the long-term financial well-being of their clients and their families.
Located in Rochester, NY, the NorthBridge Group welcomes potential clients to contact them for a consultation, offering fresh coffee and a comfortable environment for discussing financial matters. They prioritize building trust and providing valuable insights to help clients navigate their financial journeys.
The team emphasizes listening to clients' needs and creating customized wealth plans that protect against potential risks while allowing for investment opportunities. Their guidance is ongoing and often multi-generational, aiming to ensure the long-term financial well-being of their clients and their families.
Located in Rochester, NY, the NorthBridge Group welcomes potential clients to contact them for a consultation, offering fresh coffee and a comfortable environment for discussing financial matters. They prioritize building trust and providing valuable insights to help clients navigate their financial journeys.
Company Information
Lender Type: Direct Lender
Headquarters: Rochester, NY
Contact Information
80 Linden Oaks Ste 220
Rochester, NY 14625
US
Mailing Address:
80 Linden Oaks, Suite 220 Rochester, NY , 14625
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Business Information
Category: Mortgage Broker
Location: Rochester, NY
Status: Standard
Type: Direct Lender
Profile Views: 12
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