“BlueRock Wealth Management is an independent financial consultant in Caledon, ON. Neal Owen is the founder and president of the firm. The team at BlueRock Wealth Management works with you, delivering clear-sighted, thorough analysis to help you make the right decisions for your financial needs, goals, and risk tolerance. As fiduciaries, they are always held to the standard of acting in your best interest. Their comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. They partner with you to transform your circumstances and goals into a step-by-step plan of action that allows you to experience the life you want. They promise to gain an understanding of your needs, draw upon all their resources, and provide you with solutions that are right for you and your family.”
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