Kolod Wealth Management Team - Monroeville, Pennsylvania
Address: 2550 Mosside Blvd #104, Monroeville, PA 15146, United States.
Phone: 4123723511.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Kolod Wealth Management Team
⏰ Open Hours of Kolod Wealth Management Team
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
The Kolod Wealth Management Team
The Kolod Wealth Management Team, situated at 2550 Mosside Blvd #104, Monroeville, PA 15146, United States, is a renowned financial consultancy dedicated to helping clients build, preserve, and transfer wealth. With a commitment to personalized service and a client-centric approach, the team offers a comprehensive range of financial services tailored to meet individual needs.
Services
- Financial Consulting: The team provides expert guidance on investment strategies, retirement planning, and estate planning to help clients make informed decisions about their financial future.
- Brokerage Services: As a licensed broker-dealer, the Kolod Wealth Management Team offers access to a wide array of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
- Investment Management: The team offers discretionary and non-discretionary portfolio management services, customized to align with each client's unique financial goals and risk tolerance.
- Financial Planning: They provide comprehensive financial plans that address all aspects of a client's financial life, from budgeting and saving to investing and tax strategies.
Accessibility and Amenities
The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance and car park. Additionally, restroom facilities are available on-site. To ensure a smooth and efficient visit, appointments are recommended.
Contact Information
| Address | Phone | Website |
|---|---|---|
| 2550 Mosside Blvd #104, Monroeville, PA 15146, United States | 4123723511 | edwardjones.com |
As of now, the Kolod Wealth Management Team has no reviews on Google My Business, making it difficult to assess an average opinion. However, their commitment to personalized service and comprehensive financial planning sets them apart in the industry.
For those seeking a trusted financial advisor in the Monroeville, PA area, the Kolod Wealth Management Team offers a wealth of experience and expertise. Their tailored approach to financial planning and investment management makes them an excellent choice for anyone looking to secure their financial future.