ROLEK RETIREMENT PLANNING
Tel: (267) 427-5667 1055 Westlakes Drive Suite 300 Berwyn, Pennsylvania 19312
About ROLEK RETIREMENT PLANNING
ROLEK RETIREMENT PLANNING is a Berwyn, Pennsylvania based financial advisory firm with nearly $165,573,599 in assets under management and provides investment advisory services for 560 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
285351
Firm SEC#:
801-129490
Assets Under Management:
$165,573,599
No. of Clients:
560
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters, Education seminars/workshops
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