Roland Financial Wealth Management, LLC

Category:	Insurance agency,
Address:	3910 Caughey Rd #140, Erie, PA 16506, USA
Postal code:	16506
Phone:	(814) 833-2999
Website:	http://www.rolandfinancial.com/

Monday:	9:00 AM – 5:00 PM
Tuesday:	9:00 AM – 5:00 PM
Wednesday:	9:00 AM – 5:00 PM
Thursday:	9:00 AM – 5:00 PM
Friday:	9:00 AM – 5:00 PM
Saturday:	Closed
Sunday:	Closed

• 
  (July 16, 2019, 5:36 pm)

  I've worked with Roland and Leah for years because they have helped me to better understand my financial future. I am a novice at this and Roland was able to explain it in terms I can understand. I highly recommend Roland Financial Wealth Management!

• 
  (April 17, 2019, 7:02 pm)

  We had the first great meeting with Roland about retirement planning. We were asked if we wanted something to drink and we're served coffee. The environment is quite unique and we had a great conversation with Roland. We have decided to request their services because Roland knows exactly which questions to ask to understand our situation. He asked him to set up a plan for us and are looking forward to his response. You don't feel boxed in like with some other financial planning services.

• 
  (August 16, 2018, 8:32 pm)

  I was pleased to work with Roland Financial during a time when I was concerned about my retirement goals. Roland Financial worked with me to assure me that my timeline for retiring would be reached. I appreciate their expertise and customer service.

• 
  (August 16, 2018, 5:55 pm)

  Roland Financial has scrupulously helped me plan for my retirement. Even though I am an educator on a teacher's salary, Roland Financial treated me like someone who had millions of dollars. Roland Financial made it possible for me to retire without worries. Everything was explained in language I understood, there were no hidden costs, and the follow-up was excellent.

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Roland Financial Wealth Management, LLC

Roland Financial Wealth Management, LLC and Roland Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Roland Financial Wealth Management LLC | Wealthminder

Roland Financial Wealth Management LLC (CRD# 315175) is a financial advisory firm headquartered in Erie, PA. They manage $25,520,031 in 147 accounts and serve the financial needs of clients across 1 states (or territories). Current Firm Details Roland Financial Wealth Management LLC

Roland Financial Wealth Management - Home - Facebook

Advisory services are offered through Roland Financial Wealth Management, LLC, an Investment... 3910 Caughey Road, Suite #140, Erie, PA 16506

Roland Financial Wealth Management LLC - Erie - Company Information

Roland Financial Wealth Management LLC company type is Limited Liability Company. Company Number assigned to this business is 6393072 and state of formation is Pennsylvania . This company business address is 3910 Caughey Road Suite 140 Erie PA 16506. You can find this business by geo coordinates: 42° 4' 17.3" N , 80° 8' 45.8" W.

Financial Advisors at Roland Financial Wealth Management Llc

Roland Financial Wealth Management Llc offers financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and selection of other advisers. Visit Website +1 (814) 833-2999. Claim Profile. Reviews + Add Review. Firm Profile Information.

ROLAND FINANCIAL WEALTH MANAGEMENT LLC - Form ADV — RADiENT

Firm Details for ROLAND FINANCIAL WEALTH MANAGEMENT LLC, Location: Pennsylvania, AUM = 25520031.00, Last Form ADV Filed : 17-February-2022, Officers: KLJUNICH, ROLAND, GREGORY RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios.

Roland Financial Wealth Management LLC in Erie, PA | Company Info

Roland Financial Wealth Management LLC is a Pennsylvania Domestic Limited-Liability Company filed on April 21, 2016. The company's filing status is listed as Active and its File Number is 6393072. The Registered Agent on file for this company is located at 3910 Caughey Road, Erie, PA 16506. The company's principal address is 3910 Caughey Road ...

IAPD - Investment Adviser Public Disclosure - Homepage

ROLAND FINANCIAL WEALTH MANAGEMENT LLC ( CRD # 315175 ) ROLAND FINANCIAL WEALTH MANAGEMENT LLC. View latest Form ADV filed Part 2 Brochures. The adviser's REGISTRATION status is listed below. REGISTRATION STATUS. SEC / JURISDICTION. REGISTRATION STATUS . EFFECTIVE DATE; Pennsylvania: Approved:

Roland G. Kljunich at Roland Financial Wealth Management LLC | Wealthminder

Roland Financial Wealth Management, LLC Erie, PA May 2016 - Current 6; Roland Financial, LLC Erie, PA Oct 2015 - Current 6; Roland Financial Erie, PA Jul 2014 - Oct 2015 1; Roland Insurance Group Erie, PA Aug 2008 - Jul 2014 5; Exam Code Name Passed Date; S65 NASAA Investment Advisors Law Examination

Roland Financial Wealth Management, LLC Erie - Opening Hours, Location

Roland Financial Wealth Management, LLC is located at 3910 Caughey Road, Suite 140 <br /> Erie, PA, United States, read opening hours, location or phone (814) 833-2999. Investment