Kolod Wealth Management Team - Monroeville, Pennsylvania

Kolod Wealth Management Team: A Comprehensive Overview

Kolod Wealth Management Team, located at 2550 Mosside Blvd #104, Monroeville, PA 15146, United States, operates as part of Edward Jones, a nationally recognized and respected financial services firm. This dedicated team offers personalized investment services and comprehensive financial guidance to clients seeking to achieve their long-term financial goals. The team’s focus is on building strong, lasting relationships based on trust and understanding.

About the Kolod Wealth Management Team

The Kolod Wealth Management Team is comprised of experienced professionals committed to providing tailored solutions. Led by [Insert Team Leader Name Here - Assuming this information is available, otherwise remove this sentence], the team specializes in a wide range of financial services, including retirement planning, education savings, estate planning, and income tax planning. They understand that every client’s situation is unique, and they take the time to thoroughly assess individual needs and risk tolerance before recommending strategies. Their approach emphasizes a holistic view of a client’s financial life, ensuring that all aspects are considered for optimal results.

Services Offered

• Financial Consulting: The team provides expert advice on a variety of financial topics, helping clients make informed decisions about their money.
• Finance Brokerage: They assist clients with the buying and selling of stocks, bonds, and mutual funds.
• Investment Services: The Kolod team designs and implements investment portfolios aligned with clients’ specific goals and risk profiles.
• Stock Brokerage: They offer access to a wide range of investment options through Edward Jones’ robust brokerage platform.
• Retirement Planning: Guidance and strategies to help clients prepare for a secure retirement.
• Education Savings Plans: Assistance in establishing and managing accounts for children’s education.
• Estate Planning: Discussions and planning to help ensure assets are distributed according to clients’ wishes.

Edward Jones, as a firm, offers a unique approach to wealth management. Unlike many firms, they do not actively solicit clients, instead relying on referrals from existing clients and a strong network of local professionals. This model fosters a culture of trust and long-term relationships.

Accessibility and Amenities

Kolod Wealth Management Team is committed to providing a welcoming and accessible environment for all clients. The office at 2550 Mosside Blvd is equipped with the following features:

• Wheelchair-Accessible Car Park: Convenient parking for clients with mobility limitations.
• Wheelchair-Accessible Entrance: Ensuring ease of access to the office.
• Toilet Facilities: Available for client comfort.

Appointments are recommended to ensure adequate time for a thorough consultation. Clients can schedule an appointment by calling 412-372-3511.

Client Feedback and Reputation

Currently, Kolod Wealth Management Team has 0 reviews on Google My Business. This indicates that the team is relatively new to online reviews, or that they haven't yet gathered significant feedback. The average opinion is 0/5, which is understandably concerning given the lack of reviews. However, the fact that they are part of the established and reputable Edward Jones network provides a degree of assurance.

It's recommended that potential clients actively seek out reviews and testimonials from other clients to gain a more comprehensive understanding of the team’s performance and client satisfaction. Edward Jones, as a whole, maintains a strong reputation for integrity and service, but individual team performance can vary.

Website and Contact Information

For more information about the Kolod Wealth Management Team and Edward Jones, please visit their website: edwardjones.com

You can also contact the team directly at their phone number: 412-372-3511.

Key Contact: [Insert Team Leader Name Here] – For personalized assistance.

Location: 2550 Mosside Blvd #104, Monroeville, PA 15146