ROCKBRIDGE FINANCIAL

12377 Merit Drive, Suite 1500, Dallas, TX  75251


 Mark Jenison, ChFC, CFP®              (972) 455-9062 

Jonathan Cott, MBA, ChFC, CFP®   (972) 455-9037

 

Rockbridge Financial provides financial services and wealth protection strategies to pre and post retirees, business owners and fortune 1000 business executives throughout the Dallas/Fort Worth Metroplex.

We are positioned as the "go to" firm for financial services. Through top quality planning, excellent personnel and strategic business relationships our clients can expect superior service. We strive to provide financial strategies, beyond expectations, that will always serve in your best interest.

We will uphold the highest of ethics and integrity and it is our desire to exceed your expectations of service and provide you with only the best financial services. We sincerely care about you, your family, and your dreams.

We are determined to finish what we start and deliver what we say. This is our promise to you!

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards,Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.