Kovalcik & Geraghty Wealth Partners
Financial Services, 2074 Arlington Ave Ste B, Upper Arlington, Ohio, 43221, United States, 1-10 Employees
Phone Number: +17*********
Who is KOVALCIK & GERAGHTY WEALTH PARTNERS
Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-ba...
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Headquarters: 2074 Arlington Ave Ste B, Upper Arlington, Ohio, 43221, United States
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Date Founded: 1998
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 541611 |
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Frequently Asked Questions Regarding Kovalcik & Geraghty Wealth Partners
Answer: Kovalcik & Geraghty Wealth Partners's headquarters are located at 2074 Arlington Ave Ste B, Upper Arlington, Ohio, 43221, United States
Answer: Kovalcik & Geraghty Wealth Partners's phone number is +17*********
Answer: Kovalcik & Geraghty Wealth Partners's official website is https://kgwp.com
Answer: Kovalcik & Geraghty Wealth Partners's revenue is $1 Million to $5 Million
Answer: Kovalcik & Geraghty Wealth Partners's SIC: 6282
Answer: Kovalcik & Geraghty Wealth Partners's NAICS: 541611
Answer: Kovalcik & Geraghty Wealth Partners has 1-10 employees
Answer: Kovalcik & Geraghty Wealth Partners is in Financial Services
Answer: Kovalcik & Geraghty Wealth Partners contact info: Phone number: +17********* Website: https://kgwp.com
Answer: Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.
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