Kolod Wealth Management Team - Monroeville, Pennsylvania

Kolod Wealth Management Team is a distinguished financial services firm operating under the umbrella of Edward Jones. Located at 2550 Mosside Blvd #104, Monroeville, PA 15146, United States, the team provides comprehensive financial consulting and investment solutions tailored to meet the diverse needs of their clients. With a dedicated phone line at 4123723511, individuals can easily schedule appointments and discuss their financial goals.

The firm’s website, edwardjones.com, serves as a valuable resource, offering detailed information about their services and the team’s expertise. Prospective clients can gain a deeper understanding of their approach to wealth management, investment strategies, and the overall value proposition.

Specialties offered by Kolod Wealth Management Team encompass a broad range of services, including financial consulting, finance brokerage, investment services, and stock brokerage. This multifaceted approach allows them to cater to clients at various stages of their financial journey – from initial planning and retirement savings to estate planning and investment management. They provide personalized guidance, leveraging their expertise to navigate complex financial landscapes and help clients achieve their specific objectives.

Key Features and Services:

• Financial Planning: The team specializes in developing customized financial plans that align with clients’ individual goals, risk tolerance, and time horizons.
• Investment Management: Kolod Wealth Management provides a diverse range of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to build a robust portfolio.
• Retirement Planning: They assist clients in planning for a comfortable retirement, considering factors such as income needs, healthcare costs, and potential tax implications.
• Estate Planning: The team offers guidance on estate planning strategies to ensure assets are distributed according to clients’ wishes and to minimize estate taxes.
• Ongoing Support: Clients benefit from continuous support and regular portfolio reviews, ensuring their financial plans remain aligned with their evolving circumstances.

Accessibility and Convenience: Kolod Wealth Management Team prioritizes client convenience. The office is equipped with wheelchair-accessible car parking and an accessible entrance, demonstrating a commitment to inclusivity. Furthermore, appointments are recommended to ensure dedicated attention and personalized service. The dedicated phone line facilitates seamless communication and scheduling.

Client Feedback: Currently, Kolod Wealth Management Team has 0 reviews on Google My Business, indicating a nascent online presence. However, this does not detract from the firm’s commitment to providing exceptional service. Edward Jones, as a whole, maintains a strong reputation for integrity and client-focused service; the Kolod Team operates under this established framework.

Overall Impression: Based on available information and the established reputation of Edward Jones, Kolod Wealth Management Team presents itself as a reliable and professional financial partner. While the lack of immediate online reviews suggests a recent focus on building their digital footprint, the firm’s core strengths – experienced advisors, comprehensive services, and accessibility – make it a worthwhile consideration for individuals seeking expert financial guidance. The average opinion (0/5) reflects this stage of development, but it is anticipated that positive client experiences will contribute to a stronger online reputation in the future.

Contact Information Summary:

Further Information: Clients should note that Edward Jones operates on a fee-based compensation model, meaning advisors receive compensation from a combination of fees and commissions. This transparent approach ensures that advisors are focused on acting in their clients’ best interests. Engaging with the Kolod Wealth Management Team offers the opportunity to benefit from the resources and expertise of a well-established financial institution dedicated to helping clients achieve their long-term financial goals. The team’s commitment to accessibility and personalized service underscores their dedication to building strong, lasting client relationships.