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Rolek Retirement Planning

Headquartered in BERWYN, PA

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Firm Information

Rolek Retirement Planning, located in Berwyn, PA, is an investment advisory firm specializing in retirement planning, financial planning, and portfolio management for individuals and high-net-worth clients. They offer educational seminars and publish periodicals to help their clients make informed financial decisions. The firm manages approximately $165,573,599 in regulatory assets under management.

Rolek Retirement Planning

1055 WESTLAKES DRIVE

BERWYN, PA 19312

$165.57M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ROLEK RETIREMENT PLANNING has a total of 1 branch locations across the country.
location

BERWYN, PA

Advisors at Rolek Retirement Planning

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Kyle J Rolek

CFP®, RA

BERWYN, PA

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Disclosures

There are no public disclosures for Rolek Retirement Planning.

Frequently Asked Questions (7)

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