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Birch Wealth ManagementFinancial advisor in Rome, NY

Birch Wealth Management is a financial advisor at 205 W Court St, Rome, NY 13440, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rome, NY0 paid placements in any rankingHow we rank

Call (315) 795-2005Website ↗

Key facts

Key facts about Birch Wealth Management
Address205 W Court St, Rome, NY 13440Get directions
Phone(315) 795-2005
Websitebirchwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Rome and 2 towns within 25 miles: Oneida and Utica.

Based in Rome, NYView on map

Opening hours

Opening hours for Birch Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Birch Wealth Management

What are Birch Wealth Management’s hours?

Birch Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Birch Wealth Management serve?

Serves Rome and 2 towns within 25 miles: Oneida and Utica. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Birch Wealth Management?

Birch Wealth Management has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Birch Wealth Management?

Call Birch Wealth Management on (315) 795-2005. The business is at 205 W Court St, Rome, NY 13440. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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