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Financial Advisor
Pennsylvania
Berwyn
ROLEK RETIREMENT PLANNING

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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