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Client Portal Login

Contact Us

Your path forward begins here.

Contact Us

Tel. 585.473.3333
Fax. 585.218.1111
Toll Free Number 1.800.264.2769

500 Linden Oaks, Suite 210
Rochester, NY 14625

The First Step

When you partner with Cobblestone, we take the time to get to know you and your financial situation.

Gather information, communicate expectations

Complete account opening and transfer paperwork, deliver privacy policy and regulatory form ADV

Assign Cobblestone team, create new client profile, design investment policy profile

Complete wills, power of attorney, trust documents