About
Asset Management and Financial Planning Firm
We provide fee only asset management and comprehensive financial planning services. Unlike other financial advisors, we are fiduciaries which means that we keep the interests of our clients first. Our staff is knowledgeable, professional and dedicated to providing excellent service. We actively manage individually crafted portfolios to meet the unique goals of each client. Call us to see how we can help you achieve your financial goals.
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 4:30 PM
- Tue 9:00 AM - 4:30 PM
- Wed 9:00 AM - 4:30 PM
- Thu 9:00 AM - 4:30 PM
- Fri 9:00 AM - 4:00 PM
- Sat CLOSED
-
Thu 9:00 AM - 4:30 PMOPEN NOW
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Detailed Information
- Location TypeHQ
- Opening Date2020
- Annual Revenue Estimateunknown
- SIC Code show
- Employees2 to 4
- Contactsshow
- CEO Roy Sokolowski
- Phone 8432716088
- COO/CFP Pat Sokolowski
- Phone 8432716088
- Email [email protected]
- Financial Planner/Relationship Manager Jennifer Sokolowski
- Phone 8432716088
- Email [email protected]
- Assistant Portfolio Manager/Financial Planner Robert Sokolowski
- Phone 8432716088
- Email [email protected]
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