This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
528 Belvedere Dr, Kokomo, IN, 46901, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Andy is extremely knowledgeable. He and his team guide me through the complex world of financial planning. I completely trust them. They are always looking out for my best interest. I especially appreciate the time Andy gives me to thoroughly explain my options. Outstanding wealth and financial management consultants.
Andy has a way of approaching the math problems with grace and clarity of purpose and balance. He is willing to make a plan with your goals in mind, and play devil's advocate when needed.
Haven't had an issue with over the 4 or 5 years I've been with them. Now it's all online through a portal which in my opinion is just making it more complicated than what it was before. Hopefully the online portal gets better.
I don't know her name but one of the young ladies who works here is really rude and very condescending.
Roller Wealth Management has a 4.4 star rating with 10 reviews.
Roller Wealth Management is closed now. It will open at 8:30 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com